Through LPL Financial

Optimum Market Portfolios is a combination of Optimum Funds from up to six different asset classes. With a complementary pairing of two to three institutional money managers in each asset class, the Optimum Funds are designed to take advantage of optimal diversification. Managers within the same asset class are combined together based on risk/return characteristics, manager biases and track records generated during an array of economic and market conditions. This sophisticated layer of professional management and diversification is typically only available for institutions or high-net-worth individuals. Thus Optimum Market Portfolios provides an institutional-level strategy for the full spectrum of investors, investment objectives and asset allocation models.

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What type of investor are you? Find out with our Investment Profile Questionnaire.

Learn more about our SAM models with the following links:

Here is our Client Agreement form:

Optimum Market Portfolio Client Agreement