Welcome to Optimum Capital Strategies, LLC

Optimum Capital Strategies 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 serving clients throughout Oregon and 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 at no additional cost
  • 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.



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

OCS - SEI Sponsor a Child Campaign A Huge Success!

Last year OCS partnered with Self Enhancement Inc and CafeGive to raise awareness of SEI's valuable work with Portland-area at-risk youth and to engage in a fun way to sponsor a child at SEI.  Each time a visitor "liked" SEI,  OCS donated $3 to the $3,500 annual program cost of enrolling one child at SEI.

Thanks to many of you, the program was a great success.  We plan to renew the program in the near future. Look to this spot for details of our next campaign.