Client Service

ACCESS

Optima offers investors access to all of the firm's professionals in the management of client relationships. Optima believes that senior investment and finance professionals especially should be available to answer any questions investors may have about the investment process and back-office procedures.

DEDICATED CLIENT SERVICE

Client service professionals are available for handling any specific client requests for information, commentary, and other data. Institutional separate account clients are assigned a dedicated team consisting of a relationship manager, senior investment analyst, an investment analyst and a client service professional to handle all client needs.

REPORTING

Optima provides its clients with comprehensive and timely reporting. All reporting is available through Optima's secure website. Customized separate account clients may specify customized reporting templates which are incorporated into Optima's reporting platform.