Optimus High Yield Bull/Bear Ranked #1
Morningstar ETF Managed Portfolios - 1 Year Return  

Optimus High Yield Strategy #1

We were thrilled to learn that our High Yield Bull/Bear Strategy was ranked number one out of all 89 fixed income ETF strategies during the past one-year period!  The fixed income category includes high yield to world bond to conservative allocation strategies.  Even while competing against allocation strategies that include up to 25% equities in a bull market, High Yield Bull/Bear still came out on top.


(Source:  Morningstar)  
 

Fortunately, for those that like the tactical high yield bond approach, late last year we launched a long-only version of the same strategy.  You now have two options:  Optimus High Yield Bull/Bear (can be long high yield bonds or short U.S. equities) or Optimus Tactical High Yield (can be long high yield bonds or cash).  While High Yield Bull/Bear has been running live for over three years, Tactical High Yield uses the same parameters for buying and selling high yield bonds, with lower turnover and volatility.

 

To learn more about our strategies, please click on the link below for access to strategy fact sheets.   

 

For full details on each of our strategies, including fact sheets, please visit our website. 

 

Please call us directly:

(877) 885-7468

 

www.optimusadvisory.com 

info@optimusadvisory.com 

 

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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. 

SMA / UMA / TAMP

Our strategies are available on the following platforms:

  • TD Ameritrade
  • Schwab
  • Fidelity
  • Pershing
  • Placemark Investments
  • Trust Company of America
  • FTJ FundChoice
  • Sawtooth Asset Management
  • FOLIOfn
  • Newport Coast Securities

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.   

 

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.