Get Started With Optimum Today
Optimum Financial Services, LLC offers an initial consultation (often two meetings) without charge. The purpose of the visit(s) is to better understand your concerns and circumstances and how we may best serve you. In this process Optimum Financial Services, LLC will perform a complimentary portfolio analysis to pinpoint the individual’s portfolio strengths and weaknesses. In this analysis we will evaluate your overall asset allocation and sector weightings as well as uncover concentrated positions. We will also view the stock holdings behind your mutual funds, and measure performance against benchmarks and industry indexes. This process will help us determine weak areas in the portfolio and acknowledge the basic risk characteristics of your portfolio including exposure to different investment styles and geographic regions. Plus, easily analyze how well your holdings and expenses are adding up to meet your financial goals.
After getting to know your financial goals and needs Optimum Financial Services, LLC will build a model portfolio proposal geared specifically to help you reach these goals. Once the new portfolio is developed a side-by-side comparison is done to make it easier to communicate the merits of the proposal over the other portfolio to investors.