OPTIMUM FINANCIAL SERVICES, LLC

Overview

Optimum Financial Services, LLC is a boutique wealth advisory firm that manages primarily discretionary portfolios for a mix of individual, family and institutional clients. The firm operates as a capital allocator: it builds client portfolios using third‑party managers and pooled vehicles, and it provides selection-of-other-advisers and pension consulting services in addition to direct portfolio management for individuals, small businesses and institutions. Fee arrangements combine a percentage-of-AUM model with hourly consulting fees, and the firm does not position itself as an ESG-focused investor. Investment decisions skew toward ready-made public vehicles rather than heavy direct-stock trading. The advisor maintains active discretion over the vast majority of assets under management, which supports tactical rebalancing and manager rotation. Because the firm both constructs portfolios and sources outside managers, expect a mix of mutual funds and separately managed account sleeves alongside allocations to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices