We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio. While we take our responsibility to enhance wealth through growth very seriously, we also maintain a rigorous practice of tax efficiency as a cornerstone to our capital preservation foundation.
Optimum believes that a multi-asset class portfolio consisting of many different types of investments with exposure from non-US and US markets best fulfills the objectives of diversification, income, total return while reducing portfolio risk.
Our consultative process is designed to set clear expectations and to drive accountability from all parties involved in developing, implementing and reviewing your wealth management solution
Portfolios are tailored to each individual client’s needs for return, income and time horizon.
Monitor Investments on an Ongoing Basis