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  2. Jay Batcha

Jay Batcha

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Jay Batcha
CIMA
Founder and Chief Investment Officer
E-mail: 
jbatcha@optimalcapital.com

 

Jay is a 30 year veteran of the investment industry. He specializes in producing superior risk adjusted returns through sophisticated forward looking asset allocation techniques. Prior to founding Optimal Capital, Jay directed the Global Wealth Management Group presence in Northern Michigan for Morgan Stanley. Jay graduated with a Bachelor of Arts in Economics from Alma College (Alma, MI), earned a Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania’s Wharton School (Philadelphia, PA), an Estate Planning Consultant designation from the American College (Bryn Mawr, PA) and holds several professional licenses. Jay is creator of the Optimal TLC Strategies, the NorthSTAR Collective Investment Funds and Optimal Alternative Titans.

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  • 12935 SW Bayshore Drive Suite 305 , Traverse City, Michigan 49684 United States
  • Phone: 231-933-4677
  • Email: tommylee@optimalcapital.com

Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

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