Optimum Financial Services, LLC is a Registered Investment Adviser (RIA) located in Jackson, Mississippi, serving the financial needs of individuals, families, corporations, groups, endowments, non-profits, and others.
Our client assets are managed through individual taxable accounts, various retirement plans (for individuals and corporations), trusts, college savings accounts, and more. Our compensation is fee-based only, as we receive no compensation beyond the fee we charge clients for our services. We do not offer any proprietary funds and we do not accept financial incentives to use investment offerings from other providers.
Our interests are truly aligned with those of our clients. As a Registered Investment Advisor we are held to a fiduciary standard of care laid out in the Investment Advisers Act of 1940. We do not sell investment products in order to get paid a commission. Instead we offer advice to our clients that is in their best interest, without a conflicts of interest.
We invest client assets based on proprietary market analysis and research, and rely on our constant market observation to recognize trends through market cycles. We remove all human emotion out of our investment process, and believe there is no better substitute for managing client assets than daily market analysis, and active account management.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1817 Crane Ridge Dr, Jackson,mississippi 39216,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.ofspm.com/
- Keywords
- Investment Management, Wealth Management, Trust and Family Wealth Management, Individual Brokerage Account Management, Financial Consulting, Investment Advisement, Wealth Advisement.
- HQ
- Jackson, Mississippi
Optimum Financial Services Questions
Optimum Financial Services's website is https://www.ofspm.com/
Optimum Financial Services's LinkedIn profile is https://www.linkedin.com/company/optimumfsi
Optimum Financial Services has
3 employees.
View email and phone details for 3
employees at Optimum Financial Services.
Optimum Financial Services's industry is
Investment Management
Optimum Financial Services's top competitors are
O.i.g Capital,
O.i.g Holdings,
Optimum Financial Solutions Pvt. Ltd,
Oig,
Optimum Global,
Real Broker Solutions,
Optimum Financial & Tax Services,
Optimum Financial Services Group,
Optimum Financial Success Hub,
Optimum Financial & Tax Services, Inc..
Optimum Financial Services's categories are Investment Management
Optimum Financial Services's founding year is 1991
