Optimum is an independent financial advisory firm based in Chicago, Illinois providing trusted investment management services and expertise to high-net worth individuals since 1989. Optimum delivers its clients portfolio management based on objective analytical research and consistent investment processes. The firm has built long-term relationships across the U.S. grounded on sound principles and outstanding client experiences.

"The word optimum means create the most favorable conditions for growth."


Optimum emphasizes fundamental top-down and bottom-up research and focuses on long-term results. Quality, consistency and predictability are central themes in our portfolio holdings and asset allocation.

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.


We involve clients in our decisions and mutually develop an investment plan to manage your goals.

We use our investment process to collaborate with you on a investment plan tailored to your needs and accomplish your goals.  We believe in following a unique method of tailoring portfolios to meet the individual investor objectives.

Customized Solutions

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.

Because each client has a unique set of goals and objectives, Optimum constructs each portfolio one holding and one asset class at a time.