Optimist Capital

Optimist Capital

Optimist Capital LLC a Registered Investment Adviser (Fiduciary at all Times), offers comprehensive Wealth Management, including Portfolio Management, Retirement Planning, Estate Planning, and Risk Management. As implied by our name, Optimist Capital focuses on an optimistic, client-centric approach, aiming to build long-term wealth through disciplined investment strategies.
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Recent Articles

Recent Articles
Tired Bull or Room to Run

Tired Bull or Room to Run

THE BOTTOM LINE The recent decline in the stock market has been orderly, marked by... Read More "Tired Bull or Room to Run"
Beliefs Vs. Facts

Beliefs Vs. Facts

THE BOTTOM LINE The bears continue to present an accurate, fact-based case grounded in historically... Read More "Beliefs Vs. Facts"
PAUSE TO REFRESH DEMAND OR IS IT MORE SERIOUS?

PAUSE TO REFRESH DEMAND OR IS IT MORE SERIOUS?

THE BOTTOM LINE This past week's late rally appears to be a bounce in a... Read More "PAUSE TO REFRESH DEMAND OR IS IT MORE SERIOUS?"

Management

Management

Alexander Cooke

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Bianca Giancoli

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Gregory Adams

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John R. Smith

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