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Optimum Market Portfolios

The Optimum Market Portfolios (OMP) platform helps you manage your clients’ assets through diversified asset allocation models, professional money management, automatic rebalancing and marketing and sales support. The account minimum for OMP is $15,000.

Optimum Market Portfolios Overview

Increase your service capability and capacity. This turnkey account can help increase your service capacity and expand the range of clients you can service profitably. OMP is powered by the Optimum Funds, a series of mutual funds from Delaware Investments. As the Optimum Funds' investment manager, Delaware Management Company, a series of Delaware Management Business Trust, has overall responsibility for the investment management of the funds within the Optimum Market Portfolios, which includes recommending the funds' sub-advisors and evaluating and monitoring each fund and sub-advisor.

  • Each asset class within a portfolio is represented by one of the Optimum Funds with each fund designed to utilize at least two sub-advisors per fund for optimal diversification
  • Each sub-advisor undergoes extensive review and screening by LPL Financial Research
  • There are five standard asset allocation models, from aggressive growth to income with capital preservation
  • Investment tilts provide you a choice among 15 different strategic models rebalanced at the frequency you select, or nine dynamic models tactically managed and rebalanced when deemed appropriate by LPL Financial Research
  • OMP advisory accounts invest only in Class I shares, which do not contain any sales charges, commissions or 12b-1 fees, providing the flexibility to assign a fee that you determine to be commensurate with your services

All Optimum Funds are offered by prospectus only. Investors should consider the investment objectives, risk, charges and expenses of the investment company carefully before investing. Prospectuses, which may be obtained from you, contain this and other information about the investment company and should be read carefully before investing. Delaware Investments is the marketing name for Delaware Management Holdings, Inc. and its affiliates.