Performance Update & Strategy Highlight
February 25, 2013
Greetings!

   

Strategy Highlight:  Global Advantage All Asset

 

Our Global Advantage All Asset strategy once again proved to be an effective portfolio holding.  While the Morningstar Avg. Bear-Market fund returned -7.22% during January, our Global Advantage All Asset strategy returned +3.40%!  Additionally, the strategy is now up +6.32% since inception (along with a negative correlation to the market), at a time when the S&P 500 was up +8.37%, the Barclays Aggregate Bond Index was up +3.17% and the Morningstar Avg. Bear-Market Fund was down -14.05%!

 

 

Access to Optimus Strategies:
  • SMA/UMA:  Available on most major custodians (TD Ameritrade, Schwab, Fidelity, Trust Company of America, etc.).
  • Private-Label: RIA firms, Broker-Dealers and financial professionals may enter into an agreement, whereby all buy & sell signals are emailed to you. The firm or advisor enters the trades on their own, using their preferred custodian. This method is offered at a substantial discount from our typical UMA/SMA management fees. 

 

 

Here is the latest performance table for our strategies:

 

 

   January 2013 Perf Matrix  
         

  

Optimus Advisory Group
 

For more information about any of our programs, please contact us.  You may also download the fact sheets for any of our investment strategies by clicking here:  Access Investment Strategies.  

 

Thank you for your interest in our liquid tactical & alternative investment strategies.  We'll continue to keep you informed as we move forward.

 

Sincerely,

 


Steve Rumsey

Chief Investment Officer
Optimus Advisory Group

(949) 727-4734

 

Advisory services offered through Optimus Advisory Group,
a registered investment advisor.

 

Disclosures

The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.
 

Past performance may not be indicative of future results. 

 

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.
 

The Optimus performance results do not reflect the impact of taxes.