We act as the sub-advisors or advisors on your account, which is always held at a FINRA regulated broker-dealer and qualified custodian, and your investments are protected by the SIPC up to $500,000. For details, please see www.sipc.org. We take security seriously, and your personal information is fully encrypted and securely stored. And, we have been designing portfolios for large institutions since 2013.
Services
Optimal has developed a patented software solution, that can be utilized by institutions, wealth managers, and advisors to deliver customized institutional-grade investment solutions for all investors. Founded in 2013, Optimal has expertise in technology and finance focused on designing and delivering Direct Indexing solutions and enabling a more efficient asset management process.
As the saying goes, all good things must come to an end, but the jury is still out on exactly when. Fortunately, there are a wide range of approaches designed to augment clients' retirement savings and safeguard portfolios against a shifting market climate. Second webinar in a three-part series. Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies.
Built on years of academic research, Factor Allocator will help you visualize the immense benefits of factor investing. Factor Allocator empowers you to capitalize on those factor portfolios that will benefit you and your clients. Experiment with factors as easily as dragging and dropping a slider to quickly identify combinations that will work best for your clients with the Factor Playground.
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