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Our Philosophy

The Optimum Approach

Optimum Financial Services, LLC believes in approaching the market with a neutral stance. With this neither bullish nor bearish stance we allow the economic data and market indexes to guide our asset allocation process. In this process we rely on constant market observation and analysis to show us where to allocate assets. Areas displaying strength will attract assets to an overweight position and areas displaying weakness will result in an underweight position. This approach of asset allocation relies on our ability to quickly recognize positive trends throughout different market cycles. By sticking to our strict principles and guidelines we have removed all human emotion from the investment equation. We believe there is no substitute to daily market analysis and that indexes can be beaten with extensive research and hard work.