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Welcome to Optimist Capital

Optimist Capital LLC is a Registered Investment Adviser (Fiduciary at all Times) providing Institutional Wealth Management, Portfolio Management, Financial Consulting, Investment Counseling & Advice, Financial Planning, as well as Teaching and Research.

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How We Help You

Optimist Capital provides Investment Advisory, Wealth Management & Financial Planning, services on marketable securities. We are asset based, we earn a small percentage of what we manage. No Commission based business. As such we have a mutually beneficial situation, when you succeed, we succeed.

Most Recent Articles

Jan 3

Waiting in line for the Roller Coaster

THE BOTTOM LINE This week’s update contains some “due diligence” bearish information to aid investors in not becoming complacent due to the seemingly endless bull trend. While the bull trend may continue, evidence of never-before-seen market extremes is accumulating at an alarming rate, implying ever increasing vulnerability to rising volatility. This volatility may be exacerbated […]

Dec 27

SANTA ARRIVES EARLY

THE BOTTOM LINE Another brief and shallow decline has served to re-invigorate demand enough to push the S&P-500 back into the zone of new all-time highs. However, the supply and demand indicator families of TATY, SAMMY and STERLING have not yet confirmed the S&P-500’s assault on new all-time highs, which casts a shadow on the […]

Dec 21

Hibernation Over?

THE BOTTOM LINE Markets tend to discount the future, so perception IS reality more than what is known. Steepening and persistent negative divergences in a cohort of supply and demand indicators, and completion of the first step toward a new “Big Chill” warning, are suggesting that a period of weakness may be needed to re-invigorate […]

Our Team

Alexander R. Cooke

Alexander R. Cooke

CEO & Founder

Alexander’s Biography

Gregory H. Adams

Gregory H. Adams

CIO & Portfolio Manager

Gregory’s Biography

John R. Smith

John R. Smith

Senior Vice President

John’s Biography

Ada M. Matasovski

Ada M. Matasovski

Senior Vice President

Ada’s Biography

Ian J. Kirby

Ian J. Kirby

Investment Adviser Representative

Ian’s Biography

Bianca B. Giancoli

Bianca B. Giancoli

Manager

Bianca’s Biography

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