Optimal Capital Advisors, LLC

Optimal Capital Advisors, LLC is a registered investment advisor based in Traverse City, Michigan. Established in April 2006, the firm is owned and operated by Joseph Batcha, the Founder & CIO. Optimal Capital offers investment management services on a discretionary basis, constructing portfolios based on clients' investment objectives. The firm utilizes a dynamic blend of strategic and tactical asset allocation, with a focus on global stocks, global bonds, commodities, private funds, and related securities. For investment management services, Optimal Capital charges a fee based on a percentage of assets under management, with rates ranging from 0.75% to 1.50% depending on the asset level. The firm also provides financial planning and consultation services covering various aspects such as cash flow planning, income tax planning, estate planning, and retirement planning. Optimal Capital may act as a sub-adviser to private funds and offers a diversified suite of hedge funds through its Optimal Alternative Titans program. Clients have the option to grant Optimal Capital a limited power of attorney for trading activities in their accounts. The firm does not take discretion with respect to voting proxies on behalf of clients. Optimal Capital does not have any financial conditions that would impair its ability to meet commitments to clients.