OPTIMO CAPITAL

Overview

Optimo Capital operates as a limited liability company focused on providing a range of financial advisory services. The firm specializes in financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. While it does not actively engage in ESG investing, it offers a comprehensive suite of services designed to meet the diverse needs of its clientele. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices