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 09/30/21. The fund's latest filing disclosed 237MM in positions, representing 67% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 237MM in positions, representing 67% of the manager's regulatory AUM.
OPTIMUM INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OPTIMUM INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.06% | Tech | 6.16% | -0.46% | 0 | 39% | ||
| SPY | 4.59% | ETF | 8.89% | 0% | 0 | 25% | ||
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FEATURED IN
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
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
SUITE 3700
CHICAGO, Illinois
UNITED STATES, 60602
OPTIMUM INVESTMENT Contact Information
Phone Number: 312-782-1515
Fax Number: 312-782-9797
Website: http://www.optimuminvestment.com
Fax Number: 312-782-9797
Website: http://www.optimuminvestment.com
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