As our industry continues to move toward a fee-based model, a great number of advisors have opted to outsource their investment management role. With the fiduciary responsibility to act in the best interest of their clients, many advisors need more than just a few portfolio options.
At Optimus ...
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As our industry continues to move toward a fee-based model, a great number of advisors have opted to outsource their investment management role. With the fiduciary responsibility to act in the best interest of their clients, many advisors need more than just a few portfolio options.
At Optimus Advisory Group, we work with RIAs and IARs to provide tactical and active investment strategies for their clients. Through a full-market cycle, we believe our systematic ETF-based investment strategies will bring clients superior risk-adjusted returns over a full-market cycle.
I have a passion for analyzing data and understanding markets. That passion is what brought me to this industry in 1994. In my role as Chief Investment Officer at Optimus Advisory Group, I design ETF-based tactical and active investment strategies. Our strategies are available on many TAMPs and TD Ameritrade’s Separate Account Exchange.
The importance of employing active management strategies cannot be understated. Though the market has ups and downs, your clients will still be looking for a consistent return. If an advisor is only using static, buy, and hold portfolio options, consistent growth throughout an entire market cycle may be difficult. Our tactical/active portfolio management helps to alleviate these concerns. Our solutions help the advisors with whom we work, and the clients they represent, to sleep at night.
As volatility in the market continues to increase, there is a bigger need than ever to have managed/tactical investment strategies. If you want to bring a full suite of viable investment options to your clients, we should connect and have a brief conversation. It is always nice to have an array of solutions available when they are needed.
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