A complete list of active advisors currently associated with Optimus Advisory Group

Warmer can help you find a great advisor at Optimus Advisory Group or one who fits your needs even better.

Optimus Advisory Group serves individuals, families, trusts, pension and profit‑sharing plans, and other business entities with general financial planning and ongoing investment management, and also provides hourly planning and project‑based advice. In addition to serving retail clients on a discretionary basis, the firm offers model portfolio services and investment signals to other investment professionals under strategy license and sub‑advisory arrangements. The firm blends strategic asset allocation, fundamental and technical market analysis, and proprietary mathematical algorithms to run tactical ETF and mutual‑fund portfolios; some model strategies can involve frequent trading and may use leveraged or inverse funds. Portfolio management is continuous and individualized within agreed parameters, while standalone financial planning is provided on an hourly or limited basis. Optimus is atypical for a similarly sized supported firm because it actively markets its model strategies to unaffiliated advisors, contracts as a wrap‑fee program manager for sponsors (noting Orion Portfolio Solutions as an example), and discloses that additional information about its proprietary algorithms is available outside the brochure. The firm also discloses the potential conflict created by program fees and describes its practice of reducing client management fees to offset fees received from wrap program sponsors.

To learn more about the advisors currently working at Optimus Advisory Group, 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.