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Markets generate headlines. The firm focuses on what truly matters — helping clients make informed decisions with clarity and confidence.

Mortgage or Cash Comparison
Investment Perspectives

Mortgage or Cash: The Comparison That Matters

For wealthy families buying a home, the limit on the deductibility of mortgage interest is often well below the amount of financing they use. And now that we find ourselves…

equity stock markets
Wealth Planning

AI (probably) Won’t Kill You, But The Multiple May

Four measures of what today’s equity prices assume, and how they have held up Have you ever overcooked something? Chances are at least one memory just came to mind, and…

Investment Tax Management
Wealth Planning

Not Just Another Article About Investment Tax Management

Tax loss harvesting has become one of the most widely sold ideas in wealth management. And why would it not be? I have met exactly zero people who enjoy paying…

tim omara
Executive Insights

Get to Know Tim

In the corporate world the standard icebreaker is to go around the room and have everybody offer one fun fact about themselves. This is a long way from the corporate…

Executive Insights

Working With Our Firm

Thank you for taking the time to learn about Opima Capital Management. Twenty-one years in financial services, eighteen of them advising clients, taught me that the standard I wanted to…

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