Depth, Personalization, Intelligence
Optimum Market Portfolios (OMP) provides investment strategies that are designed to help you pursue your goals by managing risk, offering services by professional money managers, and using independent investment research.
Thoughtfully Personalized
OMP gives you access to professional money management at a low entry point, as well as asset allocation models that feature depth, personalization, and intelligence.
Depth
The funds are managed by highly experienced money managers in the industry who were selected based on the extensive expertise they have in the asset classes they represent.
Personalization
The portfolios utilize independent research—providing a straightforward way to build a professional asset allocation strategy that is designed for your individual goals, risk tolerance, and time horizon.
Intelligence
Applying strategies that are consistent with your goals while keeping your investments on track is essential to the success of your long-term objectives. OMP uses dynamic strategies that help you work toward your lans and capture market opportunities—and aid in reducing risk when possible.
Discover how bringing depth,personalization, and intelligence toyour portfolio can help you pursue yourfinancial goals.
Office of James Rockwell & Zach Carothers
106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027