Optimus Advisory Group

The people behind the strategies

Advisors Who Build for Advisors

We're not just investment strategists — we're practicing financial advisors with over 30 years in the field. We understand the pressures you face, the clients you serve, and what it takes to run a compliant, client-centered practice. That's what makes our OCIO and coaching relationships different.

Paul Hewitt, President & Financial Advisor
Southern California

Southern California

Paul Hewitt

President & Financial Advisor

Paul began his career as a financial advisor in 1994 and founded Optimus Advisory Group with a clear conviction: independent advisors and their clients deserve institutional-grade, risk-managed investment strategies — without the institutional overhead. Over 30 years, he has guided clients through every major market cycle, including the dot-com bust, the 2008 financial crisis, and the 2020 pandemic volatility.

Because Paul is an active financial advisor himself, he brings a practitioner's perspective to every OCIO and coaching engagement. He understands compliance constraints, client communication challenges, and the real-world demands of running a practice. When you partner with Optimus, you're not working with a product wholesaler — you're working with a peer who has sat in your seat.

"We built these strategies for our own clients first. When we offer them to other advisors, we're sharing what we actually use — not a product we're selling."

  • 30 years of financial advisory experience, since 1994
  • Active RIA — understands the day-to-day realities of running an advisory practice
  • Experienced OCIO partner and practice management coach for independent advisors
Steve K. Rumsey, Chief Investment Officer & Financial Advisor
Middle Tennessee

Middle Tennessee

Steve K. Rumsey

Chief Investment Officer & Financial Advisor

Steve entered the financial advisory profession in 1994 and serves as Chief Investment Officer at Optimus Advisory Group, overseeing the firm's investment strategies and portfolio management process. His disciplined, data-driven approach to markets has been a cornerstone of the firm's risk-managed philosophy — and a key reason advisors trust Optimus to manage the investment side of their practice.

As a practicing financial advisor, Steve brings a dual perspective that most pure asset managers simply can't offer. He knows what it means to sit across from a client in a volatile market, explain a drawdown, and maintain trust through uncertainty. That experience shapes every strategy he builds and every OCIO relationship he manages — because he's not just managing portfolios, he's helping advisors protect their client relationships.

"The best OCIO relationship is one where your partner understands what you're dealing with on the client side. We've been there — and we build our strategies with that in mind."

  • 30 years of financial advisory experience, since 1994
  • Active financial advisor and CIO — bridges investment management with practice reality
  • Architect of Optimus's tactical and actively managed strategy lineup
  • OCIO partner for RIAs and IARs seeking to outsource investment management

We're Advisors First. Strategists Second.

Most OCIO providers are asset managers who sell to advisors. We're financial advisors who built an investment management capability for our own practice — and now make it available to other advisors. That distinction matters. We speak your language, understand your compliance environment, and know what your clients actually need from a portfolio.

  • Active RIA — we run a real advisory practice alongside our OCIO offering
  • 30+ years navigating client relationships through every market cycle
  • Strategies built for real clients, not for a product shelf
  • Coaching and OCIO support grounded in practitioner experience

Let's Talk Advisor to Advisor

Whether you're exploring OCIO for the first time or looking for a more engaged investment partner, we're happy to have a straightforward conversation about what a relationship with Optimus could look like for your practice.

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