World class companies are partnering with us

Factors Work

Decades of academic research overwhelmingly suggest that the variations we observe in portfolio returns are dominated by a relatively small number of factors

OAM/Optimal builds factor portfolios designed to provide systematic exposure to academically vetted factors, specifically the Market as well as Low-Vol, Momentum, Quality, Size and Value factors

Learn More

$2.0+

Billion in assets under advisement

$550

million AUM

Solutions for your Core and Active


OAM’s strategies are built on the conviction that investors are most likely to succeed when they get three construction objectives right.

Construct factor portfolios systematically with scientific diversification in mind

Access all the available factor premia and their benefits by diversifying across factors.

Minimize frictional costs including turnover, transaction costs, taxes and fees

Our solutions are delivered in easily implementable SMAs.
Learn More

Learn how we can make factor investing faster, simpler & more cost-effective for you

Get Started

We're In The Press

Financial Advisor Mag
Fund Intelligence
The Business Journals
Plan Adviser
Wealth Adviser