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Optimist Capital

Headquartered in PALM BEACH GARDENS, FL

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Firm Information

Optimist Capital is an investment advisor headquartered in [Main Office Address]. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. They also publish periodicals and have a strong track record with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Their website addresses are: [Website Addresses]

Optimist Capital

$88.70M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OPTIMIST CAPITAL has a total of 1 branch locations across the country.
location

PALM BEACH GARDENS, FL

Advisors at Optimist Capital

View All 3 Advisors
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Ivan Rosa

RA

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Gregory Haywood Adams

RA

PALM BEACH GARDENS, FL

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John Robert Smith

RA

PALM BEACH GARDENS, FL

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Unclaimed
Alexander Runels Cooke

RA

PALM BEACH GARDENS, FL

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Disclosures

There are no public disclosures for Optimist Capital.

Frequently Asked Questions (7)

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