Meet FutureSafe™


Powerful Automated Investing Technology with a built-in SafetyNet* and flat-fee pricing

FutureSafe™ empowers you to mitigate investment risk, with a “Netflix-style” flat monthly subscription fee of just $1/mo and FREE for accounts under $10,000. 
 
 
*For more details on how Safety Net Investing works, click here
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SIPC insured up to $500,000

Our Clients Trust Us With More Than

$1Billion

IN ASSETS UNDER MANAGEMENT

“Rule #1: Never Lose Money”

– Warren Buffett*

  • FutureSafe™ allows you to fully customize your safety net to protect your investment portfolio.
  • You can manage your portfolio by leveraging the top strategies of institutional investors with the technology to automate your personal returns. Sleep soundly knowing you can customize your upside targets while protecting your assets with a safety net.

* “Becoming Warren Buffett” HBO Documentary Films (2017)

The FutureSafe™ vision is to deliver institutional-grade
investment solutions to all investors.

We strongly believe that every American deserves the opportunity to grow their wealth without getting lost in the complex and confusing world of financial advising.

Flat rate Monthly Subscription

DELUXE

Starting at $1 / month
  • ETF level tax loss harvesting
  • Simple, flat-rate monthly subscription fee
  • Cancel Anytime
  • Free for accounts under $10,000
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Flat rate Monthly Subscription + Fully Managed

OPTIMAL

$50 / month
  • Fully managed account with rebalancing, trading, and dividend reinvestment
  • Advanced optimization including stock level tax-loss harvesting and long term gains sheltering
  • White glove support
  • $250,000 Minimum account balance
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Disclaimers: This Website is owned and maintained by Optimal Asset Management Inc. (“OAM”), an SEC-registered investment adviser under the Investment Advisers Act of 1940. For more details, see our Form ADV Part 2A and our Privacy Policy. By using this Website, you accept our Terms of Service

OAM’s investment advisory services are currently available only to residents of the United States. OAM provides its investment advisory services only to individuals/institutions who become OAM clients pursuant to a written investment advisory agreement. Articles, commentaries, investment strategies, our risk control playground tool and other content provided by OAM on or through the website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment strategies are estimates only, based upon our scientific and data-driven algorithmic analysis. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.

Investment management and advisory services are provided by Optimal Asset Management (“Optimal”), an SEC registered investment adviser. Optimal is not a bank. Assets are invested in exchange-traded fund securities, and are therefore not FDIC-insured. However, the securities are SIPC-insured up to $500K per account. SIPC does not protect against the decline in value of your securities; it does protect the custody of such securities.

Before investing, consider your investment objectives and consult with your Registered Investment Advisor for more information.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Brokerage services are provided to OAM clients by third party brokers who are members of FINRA/SIPC. For more information or any questions, please contact us at Support@optimalam.com.