Premier
Portfolio Management
We help our clients create and protect their wealth in all markets and economic conditions.
Our Portfolio Management Process
At Optimize Wealth, 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. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.
The Optimize Portfolio Management Process focuses on three key components
to create wealth over time for our investors:
Solid Large-Cap Public Companies
In selecting its direct equity investments, the portfolio management team looks for large-cap public companies which are trading at attractive valuation levels. In determining which companies will form part of the portfolio, a major emphasis is placed on ongoing liquidity, strong management teams, and a high potential return on investment.
Dynamic Asset Allocation
The benefits of diversification are well known today – using an assortment of asset classes and sectors to improve potential returns while minimizing risk. This approach is fundamental to our portfolio management team. We all know that market conditions change and that is why we are so adamant to proactively rebalance portfolios throughout these periods.
Pension-Style Asset Allocation
In selecting its direct equity investments, the portfolio management team looks for large-cap public companies which are trading at attractive valuation levels. In determining which companies will form part of the portfolio, a major emphasis is placed on ongoing liquidity, strong management teams, and a high potential return on investment.
And it doesn’t stop there
Constant portfolio monitoring and regular client reviews ensures that everyone remains on the same page and is progressing towards the same goal. Implementing a client’s portfolio is of course just one of the many steps required in prudent wealth management. Portfolio monitoring on a constant basis must also be done as changing economic and market conditions will inevitably require ongoing portfolio rebalances. Furthermore, meeting on a regular basis with our clients to review their portfolio’s performance helps to ensure that everyone is clear as to the short and long term investment goals.
- Ongoing Performance Review Meetings
These meetings provide us with the opportunity to discuss market conditions,
your portfolio’s performance, and any needed portfolio changes.
- Constant Monitoring Across All Accounts
Monitoring your portfolio constantly and rebalancing when necessary ensures
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.
- Personalized and Prudent Portfolios
The cornerstone of our portfolio management process is to align our clients’
specific goals and objectives with investment strategies which will deliver their
required rate of return within a very prudent manner.