Optimum Investment Advisors
Optimum Investment Advisors, LLC is an SEC Registered Investment Advisor headquartered in Chicago, Illinois. Founded by investment professionals, the firm specializes in providing investment management and advisory services primarily to individual investors, including both high-net-worth clients and retail accounts. With a small team of 5 employees (all investment professionals), Optimum Investment Advisors oversees hundreds of client accounts with a focus on customized investment solutions and portfolio management. The firm is headquartered at 20 S Clark Street, Chicago, IL 60603.
Investment Strategy
Optimum Investment Advisors employs a diversified, client-focused investment strategy built around discretionary portfolio management of publicly traded equities and related securities. Their investment approach emphasizes long-term growth and capital preservation by tailoring portfolios to each client's risk tolerance and financial objectives. The firm's 13F filings indicate significant allocations to large-cap technology and blue-chip stocks, with frequent portfolio adjustments based on market conditions and client needs.
Top Holdings
Equity Positions (606)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.64% | $21.8M | 85,515 | $30.10 | $254.63 | +$4.1M |
N NVDA | NVIDIA CORPORATION | 6.21% | $15.6M | 83,830 | $7.27 | $186.58 | +$1.9M |
S SPY | SPDR S&P 500 ETF TR | 6.12% | $15.4M | 23,146 | $232.16 | $666.18 | +$1.2M |
M MSFT | MICROSOFT CORP | 3.34% | $8.4M | 16,248 | $62.72 | $517.95 | +$244.2K |
V VGT | VANGUARD WORLD FD | 2.79% | $7.0M | 9,427 | $246.77 | $746.63 | +$558.7K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UPS | UNITED PARCEL SERVICE INC | — | Put | $53.2K | 90 | $83.53 | $140.45 | 0 | +$39.2K |