Optimist Retirement Group LLC
Optimist Retirement Group LLC is a SEC-registered investment adviser headquartered in Bellevue, Washington. The firm, founded prior to 2019, is a boutique investment advisory and wealth management firm serving primarily high-net-worth individuals, with a total of 2 employees—both functioning as investment professionals. It provides discretionary portfolio management and financial planning services tailored to its clients' retirement and investment needs.
Investment Strategy
Optimist Retirement Group LLC specializes in managing diversified portfolios for individuals and high-net-worth clients, employing a discretionary investment approach. The firm constructs portfolios primarily using public equities and ETFs, focusing on a blend of growth and value strategies aimed at achieving long-term capital appreciation while considering clients’ risk tolerances and retirement objectives.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PCAR | PACCAR INC | 16.65% | $34.7M | 365,282 | $97.65 | $95.06 | -$1.5M |
S SPYG | SPDR SERIES TRUST | 6.60% | $13.8M | 144,380 | $65.06 | $95.32 | +$2.1M |
S SPYV | SPDR SERIES TRUST | 5.80% | $12.1M | 231,117 | $46.84 | $52.34 | +$201.0K |
S SLYG | SPDR SERIES TRUST | 5.63% | $11.7M | 132,382 | $84.20 | $88.75 | +$862.3K |
S SLYV | SPDR SERIES TRUST | 5.38% | $11.2M | 140,613 | $83.22 | $79.76 | +$625.5K |