Optima Capital Management is a registered investment advisor based in Billings, Montana, owned and operated by Chris Orms, who holds the Chartered Financial Analyst designation. The firm provides discretionary and non-discretionary investment portfolio management, tailoring strategies to each client's financial goals and risk tolerance. Optima also offers wealth management services, which include aggregating reporting, family governance guidance, and access to unique asset classes. Additionally, the firm provides strategic business valuation, merger, acquisition, and restructuring advisory services. Optima is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1% of assets under management. Fees are negotiable based on account size, asset nature, and services provided.