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

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: 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.

Planning for your Financial Future? Call our Advisors today!