Institutional-Grade Strategies. Boutique Service.
Optimus Advisory Group partners with RIAs and financial advisors to deliver tactical, actively-managed investment strategies backed by 20+ years of disciplined portfolio management.
Advisor Resources
Everything You Need to Serve Your Clients Better
From performance data to direct CIO access, we give you the tools and transparency to make confident investment decisions.
Outsourced CIO
Partner with us as your dedicated investment team. We help RIAs build custom asset allocation strategies, select the right strategies for each client's goals and risk tolerance, conduct investment research, and provide ongoing portfolio oversight — so you can focus on growing your practice and serving clients.
Tactical & Actively Managed Strategies
Actively managed, risk-managed equity and fixed income strategies using ETFs or individual stocks — built for advisor platforms and separately managed accounts.
Market Insights & Commentary
Regular market commentary, economic analysis, and investment outlooks written specifically for financial professionals.
Direct Leadership Access
Work directly with our President or Chief Investment Officer — no layers, no gatekeepers, just expert guidance.
Who you'll work with
Two Offices. One Dedicated Team.
Based in Southern California and Middle Tennessee, we partner with advisors across the country — in person or virtually, wherever you operate.
Paul Hewitt
President & Financial Advisor
Southern California
Steve K. Rumsey
Chief Investment Officer & Financial Advisor
Middle Tennessee
Based in Dickson, TN — happy to meet closer to you if the drive isn't convenient
Let's Talk Strategies
Reach out to speak directly with our President or Chief Investment Officer about how Optimus strategies can fit your clients' portfolios.