en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
New York
      
New York
      
Advisors & Consultants
      
Optima Fund Management
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Optima Fund Management
 
 
Overview: 

Optima Fund Management was founded by D. Dixon Boardman, Managing Member and Chief Investment Officer, to focus on investments which would generate attractive risk-adjusted returns while providing significant downside protection. Today, the Firm offers both commingled and custom tailored separate account hedge fund of funds programs across a variety of strategies. Optima also has a single manager hedge fund program. The hedge funds in this program were selected by Optima based on Optima's assessment of their strong track record and outstanding manager pedigree.
- Founded in 1988, making Optima one of the oldest independent alternative asset management firms.
- Client base is 60% institutional / 40% high net worth with 900 clients across 20 countries.
- Optima Fund Management LLC has been an SEC Registered Investment Advisor since 1993 and Optima Fund Management Limited Partnership has been an SEC Registered Investment Advisor since 2004.
- Since 2000, Optima has had a strategic alliance with BNY Mellon Wealth Management and Mellon Financial Corp., which holds a 17% interest in the Firm.

PHILOSOPHY

Since inception, Optima has been committed to the quality and integrity of its investment programs, operations and client service. This is not just our business strategy; it is the standard against which we measure everything we do. This includes Optima's belief that of the thousands of hedge funds that exist today, at most 10% are worthy of review and perhaps only half of that number are worthy of serious consideration.
- Optima differentiates itself from other fund of hedge funds based on strong qualitative and quantitative research aspects of the due diligence process as well as a special focus on operational and portfolio risk management.
- Optima strives to invest with those that it views as the "best and the brightest" talent in the hedge fund industry.
- Optima is responsive to specific mandates and can customize portfolios to meet investor goals and guidelines.
History: 

Founded in 1988 by D. Dixon Boardman, Managing Member and Chief Investment Officer.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©