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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: OPTIMA INVESTMENT MANAGEMENT LLC CRD Number: 296769Annual Amendment
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01
Gather all relevant financial information such as income, expenses, assets, and liabilities.
02
Research Optima Investment Management LLC's investment options and services.
03
Contact Optima Investment Management LLC to set up a meeting with a financial advisor.
04
Meet with the financial advisor to discuss investment goals and risk tolerance.
05
Fill out the necessary paperwork provided by Optima Investment Management LLC.
06
Review and sign the investment management agreement.
07
Transfer funds to the designated investment account.
08
Monitor and review your investments regularly with the help of Optima Investment Management LLC.

Who needs optima investment management llc?

01
Individuals who are looking for professional help in managing their investments.
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People who want to optimize their investment strategies and achieve financial goals.
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Businesses or organizations seeking guidance on corporate investments.
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Optima Investment Management LLC is a company that provides investment management services to clients.
Any entity or individual that operates under the name of Optima Investment Management LLC and meets the filing requirements set by the regulatory authorities.
To fill out Optima Investment Management LLC, one must provide detailed information about the company's financial activities, investments, clients, and any other relevant information required by the regulatory authorities.
The purpose of Optima Investment Management LLC is to manage investments on behalf of clients and help them achieve their financial goals.
The information that must be reported on Optima Investment Management LLC includes details about the company's assets under management, investment strategies, client information, and any potential conflicts of interest.
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