What is the Optima Core Equity Strategy?

The Optima Core Equity Strategy is our actively managed investment model designed to capture long-term growth by investing in high-quality, fundamentally sound companies.

How does Autopilot place trades?

Autopilot connects to your existing brokerage account (like Schwab or Fidelity). When we update the model, Autopilot notifies your brokerage to execute the trades automatically on your behalf.

Is Optima Capital Management a Fiduciary?

Yes, Optima Capital Management operates under a fiduciary standard, meaning we are legally and ethically obligated to act in your best financial interest at all times.

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Invest like a Client with Autopilot

Introducing the Optima Core Equity Strategy

Through the Autopilot app, you can now mirror the trades of our proprietary Optima Core Equity Strategy in your own brokerage account. Whether you use Robinhood, Schwab, Fidelity, or Webull, Autopilot automatically notifies your brokerage to place trades whenever we update our model. It’s a frictionless way to receive professional investment management without moving your accounts.

Subscribe to our Autopilot

Invest like a Client with Autopilot for only $10/month*

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Subscribe to our Autopilot

*Annual subscriptions are currently $120/month before any applicable taxes and fees.

A frictionless way to receive professional investment management

Only 4 steps to get started:

Click our link to download the Autopilot app
Create an Autopilot account
Link your current brokerage account to Autopilot (Robinhood, Schwab, Fidelity, E*Trade, Webull)
Live your life while we manage the investment model for you

Get Started

FAQs

The Optima Core Equity Strategy is our actively managed investment model designed to capture long-term growth by investing in high-quality, fundamentally sound companies.
Autopilot connects to your existing brokerage account (like Schwab or Fidelity). When we update the model, Autopilot notifies your brokerage to execute the trades automatically on your behalf.
Yes, Optima Capital Management operates under a fiduciary standard, meaning we are legally and ethically obligated to act in your best financial interest at all times.