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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2009
- Office Locations
- 1
Office Locations
About Optimum Capital Strategies
Optimum Capital Strategies is an Oregon-based, independent fee-only RIA providing financial planning and customized portfolio management for investors ranging from young adults to sophisticated accredited clients. The firm builds diversified portfolios across stocks, tactical ETF allocations, and fixed income, with a pragmatic, valuation-driven approach (including put and covered call strategies) rather than model 60/40 portfolios. Custodies through Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Services
Owner & Executives
GUERLLAMO MARK JIMENEZ
Equity Portfolio Manager, Founder, PARTNER
- CRD
- #3153718
- Ownership
- 50% but less than 75%
DONALD WAYNE BREDEHOEFT
Chief Compliance Officer, PARTNER
- CRD
- #4241695
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,526,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,526,074 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,526,074
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $203,031,668 | 32.5% |
| Cash | $63,720,708 | 10.2% |
| Equity - Exchange | $179,292,581 | 28.7% |
| Derivatives | $120,569,575 | 19.3% |
| Municipal Bonds | $58,098,293 | 9.3% |
| Total | $624,712,825 | 100.0% |