Performance Highlights:  3rd Quarter 2013

3rd Quarter Fact Sheets now available 

   

Bond Strategies: Our alternative bond strategies have positive year-to-date returns, easily beating most bond benchmarks which remain in the red.  Tactical moves into cash or inverse funds have proven to be an effective way to counter the rising interest rate environment. 

 

Strategy Spotlight: Global Rotation-Squared

 

Global Rotation-Squared is a long-only ETF strategy that seeks the capital appreciation normally associated with a global mix of equities while tactically shifting to fixed income for downside protection.  The strategy finished the quarter with benchmark beating numbers (see chart below) by overweighting high beta and low volatility equity ETFs. 

 
 
(Performance net of fees.  YTD numbers for Global Rotation-Squared are a combination of live and backtested results.)



(877) 885-7468

www.optimusadvisory.com 

info@optimusadvisory.com 

 

 

Coming Soon:  Optimus Global Long/Short

Although this strategy has been running in-house for weeks, we are about ready to officially launch it to the advisor community.  Optimus Global Long/Short is a combination of our tactical rotation strategy Global Rotation-Squared and our tactical short strategy Global Advantage All Asset.  We've seen high interest in both strategies, though many advisors couldn't quite figure out how to use our tactical inverse strategy within their current allocation of equities.  With the current equity bull market nearly 4.5 years old, we thought now would be an ideal time to launch our long/short strategy.  For a sneak peek, check out the recently uploaded fact sheet. 

Watch for complete details to be released within days.

Optimus Advisory Group's Mission
Optimus Advisory Group seeks to create liquid alternative and tactical investment strategies that meet the needs of our advisor clients.  We use a disciplined, quantitative methodology to build and manage our portfolios.  Over a full market cycle, these strategies are designed to provide superior risk-adjusted returns while maintaining a low-correlation to traditional market indices. 

Advisors looking for expert advice on how best to utilize alternative and tactical investment strategies in their practice can access our investment consulting and research.  We provide guidance in the following areas:

  • Strategy Integration - Show you how our alternative and tactical strategies can fit into your existing client portfolios to better their risk/reward profile.
  • Asset Allocation Modeling - Create multi-strategy asset allocation models that combine the benefits of traditional core holdings and alternative/tactical strategies.
  • Custom Strategies - Create customized alternative and/or tactical strategies to fit the specific needs of your clientele.

Strategy License Agreement

Advisors wanting to directly manage their own client accounts can access our liquid alternative and tactical strategies through a Strategy License Agreement.  For a monthly fee, we will provide the trade instructions generated by our proprietary mathematical algorithms.

 

Benefits of a Strategy License Agreement

  • Simplicity - Your client accounts can stay where they are.  There is no need to transfer assets to a new platform or custodian.
  • Cost Effective - A Strategy License Agreement is the most cost effective way to access our alternative and tactical strategies.
  • Month to Month - There is no long-term commitment.
  • Control - You maintain complete control over your client accounts.   

For more information about any of our programs, please contact us.  You may also download the fact sheets for any of our investment strategies on our website.  Each fact sheet contains strategy descriptions, performance results, backtesting research, disclaimers and disclosures for each model.

 

Thank you for your interest in our investment strategies.  We'll continue to keep you informed.

 

Sincerely,

 


Steve Rumsey

Chief Investment Officer
Optimus Advisory Group
6 Venture, Suite 200

Irvine, CA  92618 

(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. Therefore, no current or prospective client should assume that future performance will be profitable, or equal to any corresponding historical index. The S&P 500 Composite Index (the "S&P") is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor's chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The historical performance results of the S&P (and those of all indices) do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. The S&P is not an index into which an investor can directly invest. The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.
 

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.