Using your age and goals as markers, we help you discover the most appropriate investments for you—whether you’re young and welcome risk, or need to play it safe for stability or retirement. At Optimum, we use the following proven benchmarks to jumpstart your investment strategy:
For those wishing to mitigate risk, we’ll make strategic recommendations to help you weather volatility and keep funds more liquid.
For those wishing to grow wealth over time, we’ll make strategic recommendations based on the number of years you wish to invest.
For long-term investments, both taxable and non-taxable options will be considered depending on your age and retirement goals.
From Full Service to Self Service
The Best of Both Worlds
Our low-cost investment platform makes investing easier and more accessible than ever before. You still have access to your personal Optimum Investment Advisor Representative, but you can also buy & sell on your own if you wish. Best of all, there are no account minimums.
Putting it All Together
All told, Optimum Financial Services provides you with…well, the optimum investment strategy or you—with a variety of additional benefits:
Personal Optimum Investment Advisor Representative
A professional with years of experience and a listening ear.
Online Investment Platform
So you can make trades on your own time, at your convenience.
No Trading Fees
Whether you trade online or through your Optimum advisor.
Automatic tax harvesting to reduce your tax exposure.
Enable every cent of your portfolio to be invested.
Low Annual Management Fee
Optimum only requires a low .85% of your average yearly balance.
Of course, feel free to contact us if you have questions or concerns. In the meantime, continue exploring our website to learn more about how we can help you.