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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 will allow you to search for additional information on our company and portfolio managers.  Optimum Capital Strategies LLC is a registered investment adviser in the States of Oregon and Washington. Investment advisers may not transact business in states where not appropriately registered or 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.

  • Strategies to reduce risk and adapt to changing market conditions
  • Investments tailored to your financial needs
  • Equity, fixed income and ETF portfolios that are customized to meet your individual risk levels
  • Financial planning and specialized services such as Securities Buy-Back for no additional fee
  • An open environment where clients are encouraged to ask questions and remain engaged in the investment process