About A Legacy of Experience.
A Future of Purpose.

Opima Capital was founded on a simple belief: meaningful wealth deserves intentional stewardship.

Our Story Uncommon Service. Uncommon Accountability.

Opima Capital Management is an investment and wealth management firm built to serve families and institutions the way the firm’s founders would wish to be served themselves. The firm is a fiduciary — required by conscience and by law to place its clients’ needs and objectives before its own.

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Relationships Above All

Trusted relationships create clarity, confidence, and better outcomes over generations.

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Independent & Fiduciary

Independent by design and fiduciary by duty. Advice is shaped by client objectives — nothing else.

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Disciplined Stewardship

Institutional discipline applied to every decision, every portfolio, every plan.

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Generations in Mind

The firm helps strengthen legacies and prepare the next generation for what they will inherit.

Managing Partner Tim O’Mara, CFA

Tim has more than 21 years of industry experience, most recently as a Managing Director and client advisor with J.P. Morgan Private Bank in New York City. He brings deep expertise in portfolio management; wealth, trust, and estate planning; family office services; tax minimization strategies; and private investing.

Opima Capital Management is able to leverage Tim’s experience earned at firms including J.P. Morgan, Citi Private Bank, Fidelity, and Merrill Lynch — institutional training now applied with the independence of a fiduciary practice.

Tim is a CFA charterholder.

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Our role goes beyond managing portfolios. We help clients live well today and create tomorrow with purpose.

— TIM O’MARA, CFA

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