What we do 

At Optimus Advisory Group, we specialize in creating and managing tactical, actively-managed, and risk-managed investment strategies designed for Registered Investment Advisors (RIAs), Investment Advisor Representatives (IARs), and financial advisors. With over 20 years of strategy development and management experience, we’ve built a strong track record that demonstrates our ability to deliver results.

Beyond investment management, we provide a suite of value-added resources to help advisors enhance their client relationships. Our library of podcasts, videos, and educational tools is designed to help you build stronger, more meaningful connections with your clients. These resources allow you to offer additional value and maintain a competitive edge in an ever-changing financial landscape.

Customized, Risk-Managed Investment Strategies for Financial Advisors 

We offer a wide range of investment strategies, including equity, fixed income, and allocation strategies. We provide equity strategies that utilize ETFs and equity strategies that utilize individual stocks. Our fixed income strategies use ETFs and our allocation strategies combine the best of our proprietary Optimus ETF strategies, creating custom-tailored, total portfolio solutions that can be adapted to your clients’ unique goals and risk tolerance.

Outsource Your Investment Management to Experts You Trust 

As a boutique investment management firm, we prioritize personalized service, offering direct access to our leadership team. You’ll work directly with our President or Chief Investment Officer, ensuring that every decision is aligned with your goals.