Optimal Asset Management Inc.
171 Main St #298
Los Altos, CA 94022, USA
97 E. St James St, Suite 101|
San Jose, CA 95112, USA
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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, Form ADV Part 3, 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.
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.