Is Your Equity Strategy Beating the S&P 500?  
During the first half of 2017, our equity-based tactical strategy Dynamic Equity nearly doubled the results of the Tactical Fund benchmark and even beat the S&P 500.

(Source: Morningstar and Optimus Advisory Group)


Over the past 18 months, the results look even more impressive as Dynamic Equity more than doubled the returns of the benchmark and handily beat the S&P 500 by over 400 basis points.

(Source: Morningstar and Optimus Advisory Group)


What's Behind the Strong Performance?

Dynamic Equity uses an "active diversification process" that seeks to move freely between growth and value, large, mid and small caps, smart beta, and a host of other specialized ETFs.

In addition, Dynamic Equity has built-in downside risk management that can move the portfolio to the safety of cash if we enter a bear market.
 
If you want upside participation and downside protection, look no further than Dynamic Equity.
 
 
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Optimus Advisory Group's Mission
Optimus Advisory Group manages liquid tactical and alternative investment strategies that meet the needs of our clients.  We use a disciplined, quantitative methodology to build and manage our portfolios.  Over a full market cycle, these strategies are designed to provide superior risk-adjusted returns while maintaining a low-correlation to traditional market indices. 

Thank you for your interest in our investment strategies.  We'll continue to keep you informed.
  
Sincerely,
  

Steve Rumsey
Chief Investment Officer
Optimus Advisory Group
6 Venture, Suite 200
Irvine, CA  92618 
(877) 885-7468
 
Advisory services offered through Optimus Advisory Group,
a registered investment advisor.
Disclosures

The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.   

 

The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.    

 

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.   

 

The Optimus performance results do not reflect the impact of taxes.