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
Finance & AccountingView LinkedIn profile

About Steve Rumsey

At Optimus Advisory Group, we work with RIAs, IARs, and individual clients to provide…

Experience

  1. Chief Investment Officer

    Optimus Advisory Group

    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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Steve Rumsey — Chief Investment Officer at Optimus Advisory Group in Nashville, TN, US | Unifers