Optimum Quantvest Corporation

**Optimum Quantvest Corporation Summary:** **Background and Expertise:** - Optimum Quantvest Corporation is a SEC-registered investment adviser based in Dallas, Texas. - The firm was established in May 2019 through an asset purchase of Hillswick Asset Management, LLC, with a history dating back to 1987. - Affiliated with Optimum Asset Management, a Canadian investment adviser founded in 1985. - Offers discretionary supervisory portfolio management of securities to institutions and high-net-worth individuals. - Specializes in Fixed Income and Equity products, along with a Balanced product. **Consumer-Facing Terms:** - Minimum account size of $10,000,000 for Fixed Income accounts and $1,000,000 for the S&P 500 Sector Selection strategy. - Offers asset-based and performance-based fee structures. - Performance-based fees are available to eligible clients. - Acts as a fiduciary and does not receive compensation from mutual funds or other products. - Investment discretion is granted to select securities based on client objectives and policies. **Investment Strategies:** - Utilizes fundamental and technical analysis for investment strategies. - Invests in a range of securities including government securities, corporate debt, and ETFs. - Monitors accounts quarterly for consistency with client guidelines and performance. **Brokerage Practices:** - Seeks best execution and price for securities transactions. - Utilizes soft dollars for research services. - Does not engage in cross trading and has a trade rotation policy for model platforms. **Other Information:** - Does not vote proxies for Fixed Income and ETF investments. - Does not handle legal proceedings on behalf of clients. - Does not require prepayment of fees from clients. **Disclaimer:** The information provided in this summary is based on the brochure dated March 19, 2025, and is subject to change. For further details, clients are advised to refer to the full brochure or contact Optimum Quantvest Corporation directly.