About Us
We are a strategic consulting, marketing and creative services firm dedicated solely to the financial services industry.
Since 1979, Optima Group has provided strategic, marketing and creative services to leading financial services firms including banks, trust companies, brokerage firms, mutual fund complexes, institutional asset managers, hedge funds and Registered Investment Advisory (RIA) firms.
We focus on four distinct yet integrated specialties:
- Merger and acquisition advisory, including buy and sell side initiatives, strategic partnerships, joint ventures and divestitures
- Strategic business consulting including competitive assessment, gap analysis, growth strategy planning, new product/market development and primary market research
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- Branding including positioning, messaging, identity development, brand design and graphic guidelines
- Creative services including design and copywriting for marketing programs, websites, brochures, direct mail and advertising
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