All Optimus Strategies Are Positive YTD.
Four Strategies Are Up Over 7%.
 
2016's wild rollercoaster ride



With 2016's high level of volatility, many advisors have struggled to keep their client accounts steady.  In times such as these, tactical strategies can truly provide a smoother ride.


(Source: Morningstar & Optimus Advisory Group)

 
Tactical "core" strategies that stay true to their asset class but shift to safer or higher quality areas to reduce downside volatility:
  • Equity Rotation
  • Bond Rotation
Tactical "satellite" strategies that shift to cash or bonds to reduce downside volatility:
  • Dynamic Equity
  • Global Rotation
  • Tactical High Yield
Tactical "alternative" strategies that opportunistically use inverse funds to capture gains during market declines:
  • Global Long/Short
  • Hedged Equity
  • Global Advantage All Asset
  • High Yield Bull/Bear
  • Bond Allocation Bull/Bear
To Find Out More
 
We invite you to visit our website for more details regarding all of our strategies.  Additionally, there is nothing like a one-on-one conversation to get a complete understanding of how our strategies work.  Give us a call - we'll be happy to answer all of your questions.  
 
 
Please call us directly:
(877) 885-7468
 
 
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Optimus Advisory Group's Mission
Optimus Advisory Group manages liquid tactical and alternative investment strategies that meet the needs of our 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:

  • Several UMA platforms
  • TD Ameritrade's Separate Account Exchange
  • FTJ FundChoice
  • Foliofn
  • Security Benefit Variable Annuity
  • Ask About Other Platforms
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 asset-based fee, we will provide the trade instructions generated by our proprietary mathematical algorithms.

  

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.