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.

Welcome James Bauman!

Optimum Capital Strategies is pleased to announce the addition of James Bauman as an Investment Adviser Representative, responsible for business development and customer care involving financial planning and account management services for clients. He has spent 12 years working in the financial services field and providing clients with customer services. He earned an Accounting degree from Eastern Washington University and Masters of Global Business Administration from University of Phoenix.

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.