Optimus Capital Advisors, LLC

EST. AUM
$264,138,598

CONTACTS

CLIENT ACCOUNTS
533

Firm Details

Metro area Dallas
CRD Number 147500
Website optimusca.com
Client types

Overview

Optimus Capital Advisors, LLC is an investment allocator providing discretionary portfolio management and financial planning solutions. The firm designs customized asset allocations using risk factor modeling and Modern Portfolio Theory. It primarily utilizes proprietary portfolio models alongside sub-advised strategies, allocating capital across mutual funds, exchange-traded funds, fixed income, private equity, and alternative investments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Optimus Capital Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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