Welcome to Optimus Capital Advisors
Everything we do is designed to help you achieve financial success throughout your lifetime
The planning process starts with discovering what brought you to seek help in the first place and working toward solutions that can make an impact in your life.
We listen closely so we can better understand your lifestyle, family dynamics, objectives and time horizon. From this information we work to build a plan for informed decision making.
Once a plan has been created, it can be implemented, monitored and adjusted over time to continue to be relevant.
Our investment process follows a systematic, institutional approach to asset allocation that is designed to provide each client with an individualized asset management plan based on their attitude toward investing, unique risk profile, and time horizon.
We use decades of market data, Nobel Prize-Winning academic research, and our own experience in the capital markets to craft portfolio strategies for individual investors, families and non-profit organizations.
PROTECTINg your Lifestyle
Protecting your family, wealth, and retirement is an essential element of experiencing financial security. We work with our clients to identify the areas where protection can give them peace of mind. Areas we focus on are income replacement, tax efficient wealth accumulation and income in retirement.
Consulting with business owners to develop solutions for their key people and to facilitate buy/sell agreements in the event of an unforeseen event is an important service we provide.
We are committed to making your philanthropic endeavors more effective, efficient, and personally fulfilling. Philanthropy takes many forms and whether you are interested in efficiently giving money to charitable organizations, being socially responsible, or making an impact, we can work with you to design and implement your plan.
We know your philanthropic aspirations are important to you and our team is knowledgeable in many aspects of the donor experience.