Paul had always been fascinated by the investment management industry but did not consider it as a career until a mentor earlier in his career, an exceptionally intelligent and successful entrepreneur with his own family office, showed him a customized portfolio optimizing the risk-return spectrum. Paul was amazed with the science and math behind the process and quickly realized that there was more to the industry than just selling a product. Paul chose to join Optima Asset Management in 2008 for two main reasons, 1) the reputation of the founder’s intelligence, character, and integrity and 2) Optima’s reputation and independence (since he had seen the industry’s exploitation when his parents were sold very expensive funds for all the wrong reasons by someone in a position of trust at a bank). Paul earned an MS in Accounting and an MBA and has completed the rigorous requirements to become a Certified Financial Planner™ professional and a Certified Investment Management Analyst®. He lives in Preston Hollow, with his wife, Tammy, and their two sons.
We target a turnover ratio lower than the median ratio for the small-cap asset class. Higher turnover ratios lead to higher trading costs and are generally less tax efficient. Make sure the small-cap funds you're investing in are diversified across different sectors.22 September 2021