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Optimist Capital LLC

Optimist Capital LLC

Categories

Fiduciary Services

About Us

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

We provide our services to individual clients, pension plans, corporations, foundations and other wealth managers, throughout the U.S. and approved International Countries

Optimist Capital provides Financial Planning, Investment Advisory & Wealth Management services on marketable securities. The most common securities are listed Equities, investment grade Fixed Income (Bonds) and Options on listed Equities.

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Highlights

  • Registered Investment Adviser

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Office

Rep/Contact Info

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Mr. Alexander R Cooke
Founder & Managing Director
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Mrs. Bianca Giancoli Cooke
Marketing Director
  • Phone: (561) 771-8077