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Core Services

  • Investment Strategies

    Optimus Advisory Group’s Investment Strategies include: U.S. & Global Rotations, Global Advantage, Long / Short, 8 Baskets, Bonds and Optimus CORE Strategies.

  • Advisor Services

    Optimus Advisory Group’s Advisor Services include: SMA / UMA / TAMP, Strategy License Agreement and Investment Consulting & Research.

  • Portfolio Management

    Professional portfolio management is available from Optimus Advisory Group using primarily exchange traded funds (ETFs) and mutual funds.

  • Financial Planning

    Optimus Advisory Group will work closely with you to define your personal financial planning goals and objectives to be pursued in the following areas: Retirement Planning, Estate Planning, and College Education Planning.

  • Insurance Services

    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.