Custom Solutions

Custom crafted & actively managed for upside potential & downside protection.

Bespoke solutions distilled from experience and trust

Investor needs are highly individualized. Our deep investment experience helps us structure defined and nimble strategies that can be guided by the specific goals and diverse criteria of each client. We spend considerable time getting to know each of our clients, as a deep understanding of their needs forms the foundation of our customized programs. We seek to structure solutions that possess a competitive advantage in each area or asset class. Our goal is to partner with our clients to craft differentiated and tailored strategies that provide a more complete solution within their broader portfolios.

Risk-Adjusted Solutions

Optima’s 30 years of experience working with ultra-high-net-worth investors has enhanced our ability to provide solutions that lower risk exposures, avoid certain sectors, and employ a variety of structures to meet client needs.

Meet Our Team