F U T U R E S A F E

This section presents a series of deep-dive articles that outline the investment methodologies that power our platform, along with an overview of the product features that allow us to implement these methodologies for your personal portfolio. 

Investment Methodology

FutureSafe is an intelligent investment platform that shapes your investment outcomes based on objectives that you control. Discover the science behind our technology. An adaptive, dynamic alternative to static risk assessments Institutional Portfolio Construction Learn what makes an institutional-grade portfolio different  

Product Features

Risk Controls
Discover the science behind our institutional-grade risk controls

Portfolio Strategies
Learn about our signature factor-based trading strategies

Factor Investing
Learn about our signature factor-based trading strategies

Stock-Level Customization
Design a portfolio built just for you

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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.