Welcome to Optimum Capital Strategies, LLC

Optimum Capital Strategies LLC believes successful asset management is the result of a strong working partnership between wealth manager and client coupled with careful, methodical risk management.  As a fee-based investment advisor, we do not sell products or receive commissions from third parties.  This allows us to align our interests with those of our clients and to forge close, long-term working partnerships. 

We are a locally-owned company with Oregon and Washington State registration but serve clients throughout the United States.  Selecting Optimum Capital Strategies to be your investment advisor provides you with:

  • Custom strategies to reduce risk and adapt to changing market conditions
  • Investments tailored to your financial needs
  • Retirement planning and Securities Buy-Back services at no additional fee
  • An open environment where you are welcome to ask questions and remain engaged in the investment process

Please feel free to call us at 971.250.0303 or send us a message through our "Contact Us" web page if you would like further information.  Optimum Capital Strategies is identified by the Central Registration Depository ("CRD") number 148483.  entering CRD #148483 on the SEC's investment adviser public disclosure information page at www.advisorinfo.sec.gov will allow you to search for additional information on our company.


Optimum Capital Strategies is moving!

Thanks to the trust you have placed in us, OCS has grown over the years to the point where we needed more space. To position the company for even more growth, OCS has recently signed a lease two buildings down on the same street where we had our previous offices (Griffith Drive).  Effective June 21, 2014 we are now located at:

                    4900 SE Griffith Drive, Suite 105
                    Beaverton, OR  97005

Our phone numbers have not changed. You can still reach our main line at 971-250-0300, Mark Jimenez at 971 250-0302, Don Bredehoeft at 971 250 -0303, James at 971 250-0301 and Renee is at 971 250-0304.

Please come down and visit us soon!



Community Partnerships


We feel lucky to be located in the Portland area and believe it is our responsibility to be engaged in our community.  There are many wonderful groups working to make Oregon an even better place. We have identified several that we feel make outstanding contributions and have forged partnerships with them. We encourage you to join us in supporting them.

  • Self Enhancement Incorporated (SEI)
  • Feed the Children
  • Smile Train
  • Oregon Food Bank
  • Mercy Corps




 
Optimum Capital Strategies LLC is a registered investment adviser in the States of Oregon and Washington. OCS may not transact business in states where it is not appropriately registered, or is excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.