Premier Portfolio Management and Investment Returns
Move beyond retail products and bring your clients an institutional level of money management. While we view every client portfolio differently and uniquely and hence offer a very broad range of in-house and third party investment models which span the full risk and return spectrum.
Our Portfolio Management Process
At Optimize Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on a client’s particular needs and objectives. We factor in variables such as their 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 their specific goals, comfort level, and tax situation.
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
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.