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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
About Optimist Capital
Optimist Capital is a Palm Beach Gardens, FL investment advisory serving retail and institutional clients. The team provides financial planning alongside portfolio construction, estate planning and insurance guidance. Its investment focus emphasizes asset allocation and risk management, using ETFs, mutual funds and fixed income, with capability across commodities, futures and real estate exposures. The firm publishes regular market commentary on optimistcap.com and primarily custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALEXANDER RUNELS COOKE
Chief Executive Officer, Founder, PRINCIPAL
- CRD
- #4325623
- Ownership
- 75% or more
Bianca Giancoli Cooke
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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GREGORY HAYWOOD ADAMS
Chief Investment Officer
- CRD
- #4091348
IVAN ROSA
--
- CRD
- #6720387
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,723,707 | $500,000 |
| Non-Discretionary | $0 | -- |
| Total | $96,723,707 | $500,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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