Optimo Capital

Overview

Optimo Capital is organized as a limited liability company and is individually owned. The firm focuses on advisory work for individuals and small businesses, offering financial planning, discretionary portfolio management and educational seminars or workshops. Its fee model is flexible: it can bill as a percentage of assets under management, on an hourly basis, or via fixed fees. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It does not appear to operate across multiple states and is not listed as a pension consultant or a related adviser. The regulator registration year is not specified and the firm’s classification in the source data is labeled as unclassified.

Investments & Alternatives