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what we do |
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Portfolio Management |
Professional portfolio management is available
from Optimus Advisory Group using primarily
exchange traded funds (ETFs) and mutual funds.
Your personal portfolio manager will match your
investment objective and risk profile to one of
our portfolio models or a Third Party Investment
Manager Portfolio.
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Eight Baskets Portfolios -
These highly diversified portfolios are managed
using a strategy that employs technical,
economic, and fundamental analysis to allocate
assets among eight baskets representing
different market sectors - U.S. Stocks, Foreign
Stocks, Real Estate Investment Trusts, Cash /
Cash Equivalents, Commodities, Precious Metals,
International Bonds, and U.S. Bonds. The
baskets are represented in varying percentages
using Mutual Funds and ETFs. |
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Optimus Portfolios - These
diversified portfolios are managed using a
strategy that employs fundamental and market
trend analysis to allocate assets among three
broad market sectors - stocks, bonds, and
tangible assets (real estate, commodities,
precious metals, and currencies). Assets
are invested in ETFs or mutual funds that
represent the broad market sectors. Each
portfolio maintains a strategic allocation among
these sectors and subsequently over-weights or
under-weights the sectors depending upon the
manager's interpretation of current and future
market trends. |
Third-Party
Investment Manager Portfolios - These
portfolios are managed by independent mangers,
not affiliated with Optimus Advisory Group.
There are over 50 investment strategies
available from 15 of the nation's leading money
management firms. Strategies include
Absolute Return, Global Tactical Allocation,
Efficient Markets Allocation, and more.
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Financial Planning |
"People don't plan to fail, they fail to plan."
Optimus Advisory Group will work closely
with you to define your personal financial
planning goals and objectives to be pursued in
the following areas:
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Retirement Planning - Clearly
one of the main financial planning goals for
many people is having adequate money for a
comfortable retirement. Many types of
retirement plans are available through Optimus
Advisory Group including IRA, Roth IRA, 403(b) /
TSA, 401(k), Individual 401(k), SEP,
SIMPLE, Profit-Sharing, and Defined-Benefit
Plans.
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Estate Planning
- Establishing a comprehensive estate plan can
help you avoid probate, reduce estate taxes, and
control who inherits your estate. Optimus
Advisory Group works in conjunction with
several experienced estate planning attorneys to
guide you through the estate planning process.
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College Education Planning - Sending
your children to the college of their choice is
the dream of many parents. Optimus
Advisory Group can walk you through the various
savings alternatives such as Custodial Accounts
(UTMA / UGMA) and 529 Plans as well as the
various financial aid packages available.
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| Insurance Services |
A good
long-term financial plan often begins with
establishing a solid insurance foundation to
help protect your family or to provide estate
liquidity. Paul Hewitt and Steve Rumsey
are contracted with many of the premier
insurance companies in order to provide the highest
quality Life, Health, Disability, and Long-Term
Care insurance plans.
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