Optimus Capital Advisors Information

Growing and Protecting Our Clients Lifestyles Planning: We listen closely to our clients to understand their objectives, time horizon, and risk profile. From this we work to build a road map for informed decision making, which guides the investment management process. The planning process may include some or all of the following analysis: cash flow & budgeting, financial projections, planning for education and retirement, tax, estate, business compensation or succession and insurance planning. Investing: We use decades of market data, Nobel Prize-winning academic research, and our seasoned experience in capital markets to craft unique portfolios for individual investors and families. In partnership with Dimensional Fund Advisors, we analyze stocks for size, relative price, and expected profitability, and we parse bonds by credit quality and term. We then design broadly diversified portfolios that emphasize areas offering higher expected return, blending asset classes for optimal results. Protecting: Protecting your family, wealth, and retirement is an essential element of experiencing financial freedom. Life insurance provides protection in the event of a tragic life event and the flexibility needed for tax efficient wealth accumulation and income in retirement. Insurance products have evolved over the years and provide many benefits to individuals, families, and businesses.