Uncommon Service. Uncommon Accountability.

We partner with successful individuals, families, and business owners to protect what matters most and help build legacies that last for generations.

Thoughtful Stewardship. Enduring Impact.

The firm exists for one purpose: to bring the discipline, access, and rigor of the world’s leading investment institutions to a select group of families and organizations — with the independence and discretion they deserve. We meet our clients, and their assets, where they are. We are able to work with many qualified custodians, often reducing or eliminating the need to transfer assets to work with our firm.

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Relationships First

Trusted relationships create clarity, confidence, and better outcomes. The firm serves a deliberately limited number of clients.

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Independent & Fiduciary

Independent by design and a fiduciary by duty — required by conscience and by law to place clients’ interests first.

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Institutional Discipline

CFA charterholder–led investment management, bringing institutional rigor to every decision and every portfolio.

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Generations in Mind

Planning that helps families navigate today’s decisions with tomorrow’s legacy in focus.

Founder Tim O’Mara, CFA

With more than two decades of experience at leading global financial institutions — most recently as a Managing Director with J.P. Morgan Private Bank — Tim founded Opima Capital Management to deliver a more personal, independent, and highly customized wealth advisory experience.

Who We Serve Selective by choice. Aligned by values.

Opima Capital generally serves clients who, individually or in aggregate, hold a minimum of $5 million in investable assets — including individuals, families, trusts, foundations, retirement plans, and operating businesses.

Private Wealth A single point of counsel for your entire financial life.

Wealth, retirement, trust and estate planning · customized portfolio management · personalized tax management · concentrated stock advisory · direct private investment · alternative investment search and advisory.

Institutional Institutional counsel with a fiduciary’s obligation.

Outsourced chief investment office · single and multi-asset class mandates · 3(38) and 3(21) fiduciary services · institutional investment consulting · custodian and lending advisory.

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