Announcing Three New World Equity Strategies      
U.S. stocks have outperformed International and Emerging Markets during the current bull market.  However, year-to-date and over the past 12 months, the tide has turned as International and Emerging Market stocks have surged.  If you're concerned that your clients are not taking advantage of this current opportunity, then we have the solution for you.
 
Patterned after our U.S.-Based Equity Strategies, we're excited to introduce their global equity counterparts: 
  • World Equity Rotation - This core strategy stays true to its asset class by remaining 100% invested in equity ETFs. To manage downside risk, the strategy can rotate to the lower risk segments of the market by utilizing low volatility and low risk sector ETFs.
  • World Dynamic Equity - This satellite strategy is the same as Equity Rotation above, except we added a proprietary tactical overlay that can move the strategy to cash during significant market downturns.
  • World Hedged Equity - This alternative long/short strategy invests two-thirds of the portfolio in our new World Equity Rotation Strategy and one-third of the portfolio in our tactical inverse strategy (Global Advantage All Asset 2x). This unique blend can significantly dampen volatility while providing plenty of upside potential.
 

(Sources: Morningstar & Optimus Advisory Group. All three strategies have live inception dates of 1/1/2017)


To Find Out More
 
 
We invite you to visit our website for more details regarding all of our strategies.  Additionally, there is nothing like a one-on-one conversation to get a complete understanding of how our strategies work.  Give us a call - we'll be happy to answer all of your questions. 
 
 
Please call us directly:
(877) 885-7468
 
 
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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. 

SMA / UMA / TAMP
Our strategies are available on the following platforms:
  • Schwab Managed Accounts Marketplace
  • Adhesion
  • Foliofn
  • TD Ameritrade
  • FTJ FundChoice
  • Sawtooth
  • Security Benefit and Jefferson National Variable Annuities
For more information about any of our programs, please contact us.  You may also download the fact sheets for any of our investment strategies on our website.  Each fact sheet contains strategy descriptions, performance results, backtesting research, disclaimers and disclosures for each model.
  
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.