Steve Rumsey
Tactical/Active Portfolio Management for RIAs, Broker-Dealers & Individuals | Rules-based Investing for Better Returns over a Full Market Cycle | Chief Investment Officer
- Role
- Chief Investment Officer at Optimus Advisory Group
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Steve Rumsey
At Optimus Advisory Group, we work with RIAs, IARs, and individual clients to provide…
Experience
Chief Investment Officer
Jan 2008 — Present
Develop and manage tactical, strategic and alternative SMA strategies for RIAs, B/Ds and financial advisors. Models developed include Tactical Allocations, Long-Short, Short-Only and Multi-Strategy programs. Developed programs utilize mutual funds and ETFs that cover multiple asset classes, including US & Foreign Equities, US & Foreign Bonds, US Dollar and multiple inverse funds. Programs are currently offered on all major custodians via multiple platforms.
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