Options Best Financial

Overview

Options Best Financial is a small, independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm’s stated client focus is individuals and families, and its advisory work centers on direct portfolio management for individuals and small businesses rather than acting as a capital allocator to external managers. Compensation is fee-based on assets under management with the firm also employing performance-based fee arrangements. The adviser does not position itself as an ESG investor, and it is not flagged as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives