A complete list of active advisors currently associated with Optimum Capital Strategies

Warmer can help you find a great advisor at Optimum Capital Strategies or one who fits your needs even better.

Optimum Capital Strategies serves individuals (including high‑net‑worth clients), families, trusts, estates, corporations and charitable organizations with fee‑based, personalized asset management, retirement planning and comprehensive financial planning. The firm delivers portfolio management through independent custodians such as Interactive Brokers and Charles Schwab and also offers securities buy‑back services to business clients at no additional fee. The firm’s investment approach combines a value‑oriented philosophy with active use of options and tactical trading: it commonly uses puts to acquire positions and covered calls to exit, and applies fundamental, technical and cyclical analysis across its portfolios. OCS may also employ margin, leverage, short sales, hedging and other derivatives in separately managed accounts, and typically manages client assets on a discretionary basis (discretionary funds reported at $33,526,074 as of December 31, 2025), practices that are relatively uncommon among peers. As a small, two‑advisor firm, Optimum Capital Strategies manages distinct portfolio types (Strategic, Value, Concentrated, Fixed Income, ETF and ETF‑C) on an individualized basis and uses block trading and basket orders to mitigate execution conflicts. The firm’s explicit use of borrowing and derivatives within separately managed accounts, paired with a fee‑only model and business buy‑back offerings, sets its trading toolkit and client services apart from many supported peers.

To learn more about the advisors currently working at Optimum Capital Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.