Our Clients Reflect Who We Are
Our team at Optima Capital Management provides comprehensive wealth management services to help our clients grow their assets, diversify their holdings, and maintain a legacy for future generations.
You want your best interests to be the driving force behind all of your advisor’s decisions
Optima Capital Management is deeply committed to delivering sound, thoughtful investment advice designed to preserve and grow your family's net worth. Integrity and open-mindedness are critical components of our firm's success.
Being structured as an independent registered investment adviser encourages objectivity, transparency, and has the benefit of the following safeguards:
We are investment fiduciaries, bound by law to put our clients' best interests above all else.
Client accounts are placed at third-party custodians and are not held in-house at Optima Capital Management.
Our fees are based on assets under management which aligns our interests with yours.
We are proud to be an independent investment firm and believe our structure promotes objectivity, clarity, and a client-focused approach.
Our Leadership Team
Todd Bendell, CFP®
Managing Partner
Wealth Management Advisor
Financial Planning
Todd is a CFP® professional, and he focuses on planning for the future and connecting clients to opportunities for financial success. Todd works together with clients to tailor impactful financial strategies, and he does this by developing a deep understanding of each individual's priorities and goals. Our team is dedicated to providing the highest personalized service and care.
Jonathan Elliott, CPWA®, CRPC®, RMA®
Managing Partner
Wealth Management Advisor
Portfolio Management
Jonathan was recognized by On Wall Street Magazine as one of the Top 100 Branch Managers in 2017. Jonathan is a Certified Private Wealth Advisor® (CPWA®) professional, an advanced credential created specifically for wealth managers who work with high net worth clients, focusing on the life cycle of wealth. In addition, he has a Chartered Retirement Planning Counselor (CRPC®) designation. Jonathan is active in the community and serves as an alumni advisor to student organizations at Arizona State University.
Clinton Steinhoff, CRPS®
Partner
Wealth Management Advisor
Portfolio Management
Clinton Steinhoff is an experienced investment professional who is leading our team’s expansion in Chicago, Illinois. As a Portfolio Manager, Clinton is responsible for researching and developing our investment strategies.
In addition, Clinton works directly with individuals, business owners, and corporate retirement plans. He has devoted his career to assisting people better understand and successfully navigate financial markets.
Kellen Brewer
Partner
Wealth Management Advisor
Portfolio Management
Kellen is responsible for our client service team in our Tempe and Scottsdale offices, focusing on organizing, maintaining, and managing a variety of client needs effectively and efficiently.
Alex Pehar
Associate
Wealth Management Advisor
Relationship Management
Alex helps our team engage with clients to help them navigate the vast amount of financial noise, bringing a clear vision to their financial lives. He is responsible for our marketing and service to help our team focus on building lifelong relationships, educate clients on the importance of developing wealth management strategies, and guide them to help them meet their financial goals.
Our Core Values
Client Commitment
Our client's best interest always comes first. This is the cornerstone of our decision-making, wealth management, and investment philosophy.
Integrity
We act as an essential partner for our clients and trusted stewards of their family’s well-being through objectivity and transparency.
Teamwork
As an experienced team, we work together in a collaborative environment to deliver personalized attention and solutions to our clients.
Forward - Thinking
Our culture is one of innovation, process, constant improvement and using open architecture to deliver best in class services and resources that simplify the financial lives of our clients.
Citizenship
We believe that contributing our time, talent, and resources to our local community is an important investment. We are particularly focused through our internships on being mentors to the next generation of financial advisors and business leaders.
Working with Us
We are experienced in meeting complex family needs, and we recognize that an engaged and fulfilled life is defined differently for everyone. Therefore, we act as your essential partner as you and your family pursue a balanced approach to life through different priorities: health, family, career, wealth, and legacy.
We are interested in learning about your lifestyle needs, cash-flow requirements, and legacy goals. Only then, in collaboration with you, will our team make thoughtful recommendations to achieve your goals and your family's collective vision. Once we understand your whole financial picture, we build a customized investment portfolio that is tailored to your risk tolerance, time horizon, and investment objectives. Our experienced team will help you track your progress and make changes to your financial strategy as needed.
We are committed to providing you and your family highly personalized one-on-one service. Our team works diligently to keep our clients well informed of the latest market, economic, social and political developments. We understand that an open dialogue is the best way to simplify and strengthen your financial life.