We help our clients create and protect their wealth in all markets and economic conditions.
Our Portfolio Management Process
The Optimize Portfolio Management Process focuses on three key components
to create wealth over time for our investors:
Solid Large-Cap Public Companies
When it comes to the portion of any Optimize Wealth account held directly in equities, our investment team looks to structure this portion towards large-cap public companies. Within this portion of the portfolio, we are looking for businesses which have strong revenue growth potential, strong management teams, and whose share prices are trading at attractive relative levels.
Dynamic Asset Allocation
Our Optimize Wealth Portfolio Managers look to proactively rebalance sector and asset allocations based on changing market conditions. By having the flexibility to adjust portfolio allocations and mandates when opportunities present themselves or in an attempt to avoid downside risk, our approach to money management is positioned extremely well for solid long term growth.
Pension-Style Asset Classes
Once the exclusive domain of institutional investors and pension funds, these types of investments have become increasingly accessible to investors across Canada as they can be used to diversify portfolios, increase returns, and lower risk. In an environment of such low interest rates, adding these to a portfolio can have significant positive impacts.
These types of investments seek to combine the diversification and accessibility of other investment funds with some of the risk and return parameters of traditional pension-style investments. Because they generate various sources of returns, Pension-style Asset Classes seek to provide investors with the potential for enhanced diversification, increased stability, and better risk-adjusted returns. Here’s how the process works:
And it doesn't stop there
your portfolio’s performance, and any needed portfolio changes.
that your portfolio will provide you with attractive long term rates of return and
will ultimately provide you with the consistent value that you deserve.
specific goals and objectives with investment strategies which will deliver their required rate of return within a very prudent manner.