Thank you for giving Optimum Investment Advisors consideration as you evaluate your future financial structure.  Our website contains information about Optimum, our philosophy, commitment to client satisfaction, as well as our collaborative and disciplined investment philosophy.  As you will see, we are strong believers that a good evaluation of your financial strategy leads to better decisions about investment alternatives.

You will find what distinguishes Optimum from other firms is our willingness and desire to work collaboratively with clients.  We are very adept at research, understanding markets and employing these skills to surface timely and relevant investment ideas.  However, we can only be successful if the portfolios we construct are suitable to our client’s goals, risk tolerance and liquidity needs.

Our clients have benefited from this unique approach and I think you will as well.  I again want to express my appreciation of your time and attention.  We look forward to having the opportunity to discuss a strategy with you and your family.

Best regards,

Terry McCaffrey

CEO and Chairman