Deep research. Disciplined selection. Active review.
In today’s complex and quickly evolving marketplace, an alternative approach can be an important component of every portfolio. But choosing the right solution is just as important. Optima offers multiple-manager alternative strategy programs in various vehicles across a variety of strategies. We have access to a diversified group of hedge fund managers allowing us to implement alternative investment approaches based on strong qualitative and quantitative research as well as a critical focus on operational and portfolio risk management. Our experience over the past three decades—across numerous hedge fund strategies—can be a powerful advantage in navigating challenging market environments.
Profiled Strategies
Healthcare and Biotech Solutions
Benefitting from long-term growth trends in spending and innovation, opportunities across a highly-diversified healthcare sector are compelling—especially for hedge funds.
All-Weather Solutions
Amid heightened volatility and treasury yields at all-time lows, investors need options that protect against downside volatility – while also participating in bull markets.
Meet Our Team
Keith M. Bloomfield
CHAIRMAN
Keith is Chairman of Optima and a founding partner of FFT Wealth Management. Previously, Keith worked as a Senior Managing Director and Corporate Counsel for…
Read MoreD. Dixon Boardman
Chief Executive Officer
Mr. Boardman founded Optima in July 1988 and is the CEO of Optima Asset Management LLC. He has a background in advising high net worth…
Read MoreGeoffrey M. Lewis, CA (SA), CPA
Chief Financial Officer
Mr. Lewis joined Optima in 1989. As Chief Financial Officer, he is responsible for all aspects of operations, finance, taxation, and performance calculation for the…
Read MoreAndrew Mehalko, CFA
Head of Investments
With more than 30 years working in investment management, Andrew is currently the Director of Investments for Optima Asset Management and Co-Chief Investment Officer of…
Read MoreYehuda Y. Spindler, CPA
Chief Investment Officer
Mr. Spindler joined Optima in 2006 and is responsible for managing Optima’s hedge fund strategies across long-only, hedged equity, global trading, and multi-strategy managers. Additionally,…
Read MoreJennifer Young, CFA
Chief of Staff, Head of Institutional Business Development
Jennifer Young joined Optima in 2019 and is the Chief of Staff and Head of Institutional Business Development. Jenn spent the majority of her career…
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