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.