Partnership Program
Grow Your Practice With Us
Whether you're an independent RIA, an IAR at a larger firm, or an advisor operating through an FMO or IMO, we've built a partnership model designed to make working with Optimus simple, transparent, and profitable for your practice.
What you get
Built for Your Practice
Direct Access to President & CIO
You work directly with our President and Chief Investment Officer — not a wholesaler, not a call center. Get real answers about strategy construction, market positioning, and client suitability from the person who actually manages the money.
Turnkey Investment Management
Outsource the portfolio management while keeping the client relationship. We handle the day-to-day investment decisions; you focus on financial planning, client service, and growing your book.
Transparent Reporting
Regular fact sheet performance updates and risk metrics — all formatted for advisor use. We give you the data you need to have confident conversations with clients and prospects.
Co-Branding Options
We can provide white-labeled materials that carry your firm's branding alongside Optimus strategy data, making it seamless to present our strategies as part of your overall service offering.
Nationwide Reach
With offices in Southern California and Middle Tennessee, and the ability to meet virtually, we support advisors across the country regardless of where you or your clients are located.
Flexible Minimums
Most ETF-based strategies start at $10,000, making them accessible for a wide range of client situations. Individual stock strategies can have similar minimums at Schwab — where fractional trading makes smaller accounts viable — up to $75,000 on platforms that don't support fractional shares.
How it works
From First Call to First Client
Initial Conversation
We start with a no-obligation call to understand your practice, your clients, and what you're looking for in a sub-advisory or TAMP relationship.
Due Diligence
We provide a complete due diligence package including performance history, strategy documentation, fee schedules, and compliance materials for your review.
Agreement & Setup
Once you're ready to move forward, we handle the paperwork and custodial setup. Most advisors are up and running within two to three weeks.
Ongoing Partnership
Regular check-ins, quarterly performance updates, and direct access to our team whenever you need it. We treat every advisor relationship as a long-term partnership.
Ready to Explore a Partnership?
Start with a no-obligation conversation. We'll learn about your practice and share how Optimus can fit into what you're building.