Investment Management Approach

Providing clients with a first-class experience requires a strong team. At Optimus Capital Advisors, we believe in focusing on our core competencies and relying on carefully chosen partners who are experts in their respective fields.

We believe this approach allows us to provide a comprehensive service to our clients, higher in quality and efficiency than trying to do everything under one roof. Most importantly, it allows us more time to work with our clients.

BUILT FOR SUCCESS IN THE PUBLIC MARKETS

Our investment philosophy is rooted in decades of academic research and tailored to fit your personal situation. We follow an investment process that takes into consideration your time frame for investment, available assets, objectives, family situation, tolerance for risk, personal biases, and any special situations to develop an individual Investment Management Plan for each client.

As an independent company we are free to work with anyone we choose, and we work closely with Dimensional Fund Advisors (DFA) to provide the investments to execute our portfolio strategy. DFA is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's investments are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies wherever possible.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Optimus Capital Advisors. Our relationship with Dimensional is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional's investment strategies are supported by extensive academic research, which documents the reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world's leading financial economists to develop and enhance its strategies, while quietly becoming one of the largest money managers in the world based on assets under management.

REAL ESTATE

A core element of a diversified portfolio is investment in real estate, but successfully investing directly in real estate can be complicated and burdensome for individual investors. We have found that partnering with some of the largest institutional real estate companies in the world to provide a diversified portfolio of high quality properties including apartments, industrial, office and retail, has resulted in a comprehensive solution for our clients. The portfolio is diversified by type, geographic region and built upon the simple objective of collecting rent and passing it on as a stream of income to our investors. The managers work to create value by actively managing their portfolios to provide income and capital appreciation.

PRIVATE EQUITY

When investing in private investments we feel it is imperative to know the sponsor, understand the investment thesis and be able to accept the conditions and time frame for investment. We work with only a small number of institutional companies to invest in Private Equity.

These companies provide the portfolio company operators with strategic planning, managerial insight and the capital needed to enable strong businesses to achieve a new level of growth and profitability. We feel that investing in private equity and direct lending allows our clients a level of diversification and sophistication usually reserved for institutions.

CUSTODIAN RELATIONSHIPS

We have chosen to partner with Charles Schwab Institutional (Schwab) and TD Ameritrade Institutional (TDA) to provide custodial services for our clients accounts. Both Schwab and TDA are pioneering firms with a long history of working with independent financial advisors. They are two of the largest providers of dedicated custodial services to the independent advisor community, and offer investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

They offer the financial safety and security that is crucial in today's business environment.