Email address and contacts
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.
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