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About Us

WHO WE AREOptimus Advisory Group is a California-registered investment advisor. We focus on intelligent, innovative investment management solutions for financial professionals, institutions, and individuals committed to their long-term financial goals.WHAT WE DOWe work with financial advisors, RIA firms, and broker-dealers throughout the country that offer our tactical and alternative…

Insights

Show all Advisors Clients November 10, 2017You Can Love Bull…

Investment Strategies

Fact Sheets are updated through 10/31/2017.  For Professional Use Only EQUITY StrategiesLONG/SHORT StrategiesBOND StrategiesV.A. StrategiesEQUITY Strategies Fact Sheet Quick Start Video Fact Finder Video DYNAMIC EQUITYGrowth through U.S. Equities. Moves to Cash. Dynamic EquityFact Sheet WORLDDYNAMIC EQUITYGrowth…

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Get in TouchSend us a message below and we'll get back to you as soon as we can. Name* First…

Client Services

Account AccessPortfolio ManagementProfessional 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 or more of our portfolio models.  Our internally managed models include Core/Satellite and our Tactical & Alternative Strategies.…

Core Services

Investment StrategiesOptimus Advisory Group’s Investment Strategies include: U.S. & Global Rotations, Global Advantage, Long/Short, 8 Baskets, Bonds and Optimus CORE Strategies.Advisor ServicesOptimus Advisory Group’s Advisor Services include: SMA / UMA / TAMP, Strategy License Agreement and Investment Consulting & Research.Portfolio ManagementProfessional portfolio management is…

Advisor Services

Investment StrategiesInvestment ManagementStrategy LicenseInvestment Consulting SMA / UMA / TAMP / VA Optimus Advisory Group has created core tactical and alternative 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…

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Tactical vs. Passive InvestingTactical Investing Guide Video LibraryLatest Insights November 10, 2017You Can Love Bull MarketsAND be prepared for downturns. November 3, 2017Is Your Tactical Strategy Keeping Up With The Market?Not All Tactical Strategies Are Created Equal…