OPTIMUM INVESTMENT Overview

Optimum Investment Advisors is an investment advisor that manages 354.5 MM dollars in regulatory AUM and has 14 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 258MM in positions, representing 73% of the manager's regulatory AUM.

OPTIMUM INVESTMENT StockAlpha

-2.5%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OPTIMUM INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

OPTIMUM INVESTMENT Founders and Key Employees

Name Title In Position Since
Terry M. Mccaffrey Chairman, Chief Executive Officer And Chief Compliance Officer February-2009

OPTIMUM INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

OPTIMUM INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We use several methods of investment analysis and investment strategies to provide services to our clients. Our methods of investment analysis include fundamental analysis which is the analysis of a company's financial statements, its management, competitive advantages, markets, and other factors; technical analysis which is the analysis of a securities by studying past market data such as price and volume behavior; and valuation analysis which involves the assessment of investments when certain financial ratios are low or high.

As part of our equity and balanced approach, we monitor economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors. Within this approach, we review individual stocks based on the fundamental operating conditions of the issuing company with...
Unlock Full Investment Process Description

OPTIMUM INVESTMENT Portfolio Concentration

OPTIMUM INVESTMENT Location

33 NORTH LASALLE STREET
SUITE 3700
CHICAGO, Illinois
UNITED STATES, 60602

OPTIMUM INVESTMENT Contact Information

Phone Number: 312-782-1515
Fax Number: 312-782-9797
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A