Our Investment Approach

We help our clients create and protect their wealth in all markets and economic conditions.

We put a major emphasis on both growing and protecting our clients’ investment portfolios within a very conservative to moderate risk profile. To grow our clients’ portfolios, we look for opportunities with solid rates of return offered by large, established, blue chip companies.

At the same time, we are constantly focused on preserving our clients’ investment capital by monitoring the ongoing economic conditions and market dynamics to analyze whether or not to rebalance any investment positions.

Some of the of the core elements of our investment approach are provided below:

1. Personalized Portfolios

At Optimize Wealth Management, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at Optimize Wealth Management. Ultimately, we build investment portfolios which make sense based on your particular goals, comfort level, and tax situation.

2. Constant Portfolio Monitoring and Ongoing Reviews

At Optimize Wealth Management, we provide constant monitoring for all of our client portfolios. This is a critical component to properly managing any investment portfolio as it helps to proactively rebalance portfolio investments. Once your portfolio has been set up, we ask that you commit to meeting with your Optimize Advisor on a regular basis to review and discuss your portfolio’s performance and overall economic conditions. By meeting on a regular basis to discuss your portfolio, it ensures that everyone is on the same page as it relates to your particular investment goals and objectives.

3. Protection of Capital

To better protect our clients’ investment portfolios, we focus on blue-chip investments along with identifying opportunities where the company’s intrinsic value is well above its current market value. These situations provide our clients with a significant margin of safety. We have found that focusing on finding opportunities with high margins of safety result in much lower risk levels and hence protect our clients’ investment portfolios much better than other investment approaches.

4. Dynamic Asset Allocation

Dynamic asset allocation refers to rebalancing a portfolio across the main asset classes and sector allocations such as cash, bonds, and stocks along with geographic and sector rotations. Our emphasis towards dynamic asset allocation enables us to maintain the optimal asset allocation within your portfolio so that as markets move we can proactively rebalance your portfolio as investments inevitably go through their ‘ups’ and ‘downs’. Our strategy helps us to preserve capital during periods of market volatility by looking to rebalance the portfolio towards less risky investments when overall market volatility rises above key levels. Rebalancing a portfolio when market volatility levels rise beyond these thresholds provides for considerable protection against loss of principal.

5. Large-Cap Value and Blue Chip Focus

Our investment approach focuses on investing in large cap companies which are blue-chip and offer significant value to our clients. This translates into companies which are typically $10 Billion to well over $200 Billion in market capitalization, offer dividend yields in the 3% to 5% range, have a return on equity of 12% to 18%, and trade at attractive valuations from a price-earnings perspective. This selection process results in companies which are very blue-chip in nature, have been around for a long time, and will provide our clients with very solid and stable rates of returns.

If you’re looking to have a portfolio built within a conservative to moderate risk profile which is established for solid long term rates of return, we’d be keen to discuss how we could work with you and your family.   An Optimize Advisor is always ready to take that step with you and design an Investment Plan specific to your particular goals and objectives.

Learn More About Our Investment Performance


If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

Need Advice? Speak to an Optimize Advisor today and receive a Complimentary Plan to achieve your specific goals!

Call 1-866-209-6862 or fill out the form below.

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