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Opima Capital Management, LLC

EST. AUM
$0

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CLIENT ACCOUNTS

Firm Details

Metro area Orlando
CRD Number 343836
Website opimacapital.com
Client types

Overview

Opima Capital Management, LLC is an investment advisory firm headquartered in Ocoee, Florida. Regulatory-derived information indicates that the firm provides portfolio management and financial planning to individual and institutional clients. Its services can include discretionary and non-discretionary investment management as well as retirement-plan and pension consulting. The investment process may use fundamental, technical, cyclical and economic analysis and can incorporate third-party investment managers or sub-advisers. Opima also provides fiduciary services to employer-sponsored retirement plans, including ERISA 3(21) and 3(38) arrangements.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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