Two Southern California-Based Investment Advisory Firms Merge to Form Optimus Advisory Group

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Two Investment Advisory firms located in Southern California merged their firms together. The new firm, Optimus Advisory Group, is located in Irvine, CA. The firm specializes in active management programs for individuals and retirement plans.

After 11 years of operation, the principals are pleased to announce the merger of Rumsey Asset Management and Hewitt Investment Advisory. The new firm, Optimus Advisory Group, commenced operations on May 1, 2008.

Located in Irvine, CA, the two firms have been working closely together and collaborating on ideas for the past seven years. The principals, Steve K. Rumsey and Paul D. Hewitt, are confident that their new business arrangement will strengthen client service and increase the breadth and quality of their portfolio management platform.

Optimus Advisory Group ( specializes in asset allocation strategies for individual and retirement plan portfolios. They offer both Tactical (Active) and Strategic (Passive) investment programs. The programs offered vary from traditional asset allocation models to highly diversified models utilizing non-traditional, non-correlated asset classes. Additionally, the firm helps clients with their retirement planning needs.

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Steve Rumsey
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