Optima Capital Management

Optima Capital Management, located in Billings, MT, specializes in investment portfolio management through a process-oriented approach that emphasizes risk management and strategic asset selection. Their Full Cycle Investing philosophy leverages economic cycles to optimize portfolio positioning, guided by a robust decision-making framework comprised of macro-economic, global liquidity, and fundamental quantitative models.

The firm employs the GIP model—Growth, Inflation, Policy—alongside a continuous learning process to make informed asset execution decisions. With a focus on navigating market forces rather than predicting them, Optima Capital Management aims to facilitate clients' paths to financial freedom.

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