Optimum Capital Management, LLC

At Optimum Capital Management we believe in investing for the long-term.  A long-term investment strategy has, on the average, proven to be the most profitable investment strategy.  We want all of our clients to safely build a nest egg that is large enough to provide for their everyday needs when they retire. 

At Optimum Capital Management, we don’t chase top performers.  Optimum opts for discipline over emotion when selecting securities.  We build watch lists of strong prospects with great fundamentals and promising bases for the long-run. The price of stock is today is not as important to our clients as the stock’s future potential.

While our management team has extensive history in individual security selection through the means of fundamental and technical analysis, Optimum primarily prefers to recommend investing in Electronic Trading Funds and Mutual Funds for our clients. 

Funds are researched and selected based upon the following criteria:

· Morningstar Ratings

·  Management Experience

·  Low Expenses  

      · History of Performance

By serving as your agent, Optimum takes the guesswork out of developing an investment strategy that is uniquely designed to meet your needs.

Based on your personal situation – goal, time frame, risk tolerance, and amount invested – Optimum provides each client with an asset allocation recommendation.  This plan will clearly show which asset classes to invest in – such as stocks, bonds and cash – and how much to invest in each class. 

Optimum makes sure that each client’s investments are well-diversified.  We spread each asset class’s investment over different securities within that class.  This reduces the client’s portfolio volatility and enhances its stability.

Rebalancing is essential to the upkeep and management of every client portfolio.  Each of our accounts will receive monthly reviews.  At the time of this monthly review, as well as upon any other substantial changes in portfolio value (either positive or negative), Optimum will evaluate the need for a possible reallocation of assets within the portfolio.  This service is offered to all clients, regardless of the portfolio size. 

Optimum Capital Management believes in investing in quality products for the long-term, and does not practice timing the market. Since missing only a fraction of a time period can have a profound impact on the value of a portfolio, market timing can often be an unreliable and hazardous practice. This lost value will almost always be compounded over time. 

Optimum practices portfolio development that not only considers the individual needs of clients but also minimizes the risk factor present in all investment strategies. Our success has resulted in a clientele who trusts our expertise and advice.