WebOptima Asset Management, Inc. 137 followers on LinkedIn. Fiduciary-only, boutique wealth management firm, partnering with families to ensure smart decisions about their wealth HELPING FAMILIES MAKE SMART FINANCIAL DECISIONS For over 20 years, Optima Asset Management has employed a holistic, multi-generational approach to private wealth … WebOptima Asset Management, Inc. Mar 2024 - Present5 years 8 months Dallas/Fort Worth Area Education Baylor University - Hankamer School of Business Bachelor of Business Administration 1983 - 1986...
Paul Lightfoot, CFP®, CIMA®, CPWA® - President
WebOptima Asset Management Services, Inc. 11 years 1 month Vice President Property Management Jul 2016 - Aug 20241 year 2 months Newport Beach Regional Manager Mar 2014 - Jul 20162 years 5... WebIn addition to his role with Optima, Doug is also CEO and Vice-Chairman of CORE Realty Holdings, LLC and CORE Realty Holdings Management Inc.; a Tenant in Common and DST Sponsor and Property Management Company based in Newport Beach with 30 properties in 12 states which encompass over 8,000 residential apartment units and over 4.5 million … city of wahoo ne map
Insights - Optima Asset Management
WebFor over 25 years, Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima works … Angela joined Optima Asset Management in 2024. She was drawn to the firm because … Optima’s foundation is customized portfolio design and management. Many clients … FAQ - Optima Asset Management Insights - Optima Asset Management News - Optima Asset Management Contact Us - Optima Asset Management WebOptima’s foundation is customized portfolio design and management. Many clients partner with us explicitly for our expertise in investment management. Others utilize us for our holistic, multi-generational wealth management approach for the entire financial lifecycle. INVESTMENT MANAGEMENT WebOptima Asset Management is an independently owned, boutique investment advisor registered with the SEC and headquartered in Dallas. We serve as a Guide, Counselor and … do the washing-up meaning