CONNECT

Address:

400 Millstone Drive Suite 202
Hillsborough, NC 27278

Phone:

(919) 245-8728

Fax/Other:

(919) 640-8676

Mission & Philosophy

Each client is unique and brings with them a unique set of financial circumstances. At Optima Asset Management we respect and value this distinctiveness and help our clients using a personalized approach. A generic, “one size fits all” method is never applied.

Integrity and professionalism are the cornerstones of Optima Asset Management. Only appropriate, cost effective recommendations are made. The client's interest always comes first. Maintaining the trust and respect of our clients is our highest ambition.

Financial advice is delivered with a focus on the priorities of the client. Investment management is built around each client's risk comfort level and continuing needs.

Continuing professional education, knowledge of current financial issues, and access to the necessary evaluative tools assist us in helping meet client needs.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck