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Welcome to Optimum Capital Strategies

Optimum Capital Strategies: A Fee-Only Investment Adviser serving individuals and businesses. We offer financial planning, asset management and investment advice to help clients plan for a financially stable tomorrow.

http://www.investocs.com/

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CONTACTS AT INVESTOCS.COM

Mark Jimenez

5075 SW●●●●●●●h Drive

Sui●●●100

Bea●●●ton , Oregon, 97005

United States

1.97●●●●0302
ma●●●●●●●●●●@investocs.com

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Mark Jimenez

5075 SW●●●●●●●h Drive

Sui●●●100

Bea●●●ton , Oregon, 97005

United States

1.97●●●●0302
ma●●●●●●●●●●@investocs.com

View this contact

Mark Jimenez

5075 SW●●●●●●●h Drive

Sui●●●100

Bea●●●ton , Oregon, 97005

United States

1.97●●●●0302
ma●●●●●●●●●●@investocs.com

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Welcome to Optimum Capital Strategies | investocs.com Reviews

https://investocs.com

Optimum Capital Strategies: A Fee-Only Investment Adviser serving individuals and businesses. We offer financial planning, asset management and investment advice to help clients plan for a financially stable tomorrow.

INTERNAL PAGES

investocs.com investocs.com
1

OCS Mission

http://www.investocs.com/Mission.html

OCS aims to achieve your investment objectives by thoroughly understanding your goals and carefully constructing an investment portfolio specific to your individual needs and wishes. Our goal is to exceed all of your expectations while providing an excellent investment experience that is transparent, convenient and pleasant.

2

Smart investors choose a fee-based registered investment adviser: Optimium Capital Strategies LLC

http://www.investocs.com/OCS_Home.html

Welcome to Optimum Capital Strategies, LLC (OCS). We are an independent, fee-only financial advisory firm. We offer a simplified, practical and unbiased approach to serving our clients through comprehensive financial planning and asset management. We provide clarity and a sense of purpose to wealth generation and management and help you align your money to the lifestyle you want to lead.

3

How OCS Helps

http://www.investocs.com/How_we_help.html

Strategies to reduce risk and adapt to changing market conditions. Investments tailored to your financial needs. Equity, fixed income and ETF portfolios that are customized to meet your individual risk levels. Financial planning and specialized services such as Securities Buy-Back for no additional fee. An open environment where clients are encouraged to ask questions and remain engaged in the investment process.

4

The OCS Team

http://www.investocs.com/Our_Team.html

Founder, Equity Portfolio Manager. Mark oversees the firm’s portfolio strategies and trading operations. He attended the University of Maryland where he earned his Bachelor’s degree in Business Management. Mark’s roots in the financial industry began in 1998 at a large brokerage where he assisted clients in de-leveraging and managing risk. He later spent three years with TD Ameritrade as an Investment Consultant helping clients find the right investment vehicles. Partner, Fixed Income Portfolio Manager.

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Welcome to Optimum Capital Strategies

Welcome to Optimum Capital Strategies, LLC. We are an independent, fee-only financial advisory firm. We offer a simplified, practical and unbiased approach to serving our clients through comprehensive financial planning and asset management. We provide clarity and a sense of purpose to wealth generation and management and help you align your money with the lifestyle you want to lead. Call us today at 971.250.0300. Main 1.971.250.0300. Optimum Capital Strategies, LLC.

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