Optimal Asset Management, Inc

www.optimalam.com

Optimal Asset Management (OAM) is an SEC-registered investment advisor specializing in the application of factor-based investing and technology to the asset management process. OAM offers asset management services to Institutional clients, and Registered Investment Advisors through factor based tax-optimized SMA solutions that seek to outperform and reduce risk at low cost.

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Optimal Asset Management (OAM) is an SEC-registered investment advisor specializing in the application of factor-based investing and technology to the asset management process. OAM offers asset management services to Institutional clients, and Registered Investment Advisors through factor based tax-optimized SMA solutions that seek to outperform and reduce risk at low cost.

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Country

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State

California

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City (Headquarters)

Los Altos

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Employees

1-10

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Product Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Technology Consultant

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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