What we do 

At Optimus Advisory Group, we specialize in creating and managing tactical, actively-managed, and risk-managed investment strategies. With over 20 years of strategy development and management experience, we’ve built a strong track record that demonstrates our ability to deliver results.

Customized, Risk-Managed Investment Strategies

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 unique goals and risk tolerance.

Investment Management From Experts You Can 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.