Potfolio Management
At Optimize, every client is viewed differently and uniquely. We structure your accounts 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 your objectives with an investment portfolio, ‘one size fits all’ has no place at Optimize.
Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.
In selecting companies for the public equity allocation within any of our Optimize Funds, we emphasize large-cap public companies which are trading at attractive valuation levels. Throughout our screening process, we place a major emphasis towards ongoing liquidity, strong management teams, repeatable results, and high potential returns on investment.
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Our investment approach emphasizes investing in large cap companies which offer significant growth potential. This selection process results in companies which have very large market capitalizations, have established track records, and have historically provided our clients with very consistent long-term rates of return.
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We take careful consideration when it comes to investment selection. When considering any investment, we will review factors such as a company’s free cash flow, debt-to-equity ratio, price-to-earnings ratio, price-to-sales ratio, and return on equity, just to name a few. Prioritizing fundamentals will depend on the market cycle, allowing us to make timely decisions in both up and down markets.
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Preserving and growing our clients wealth is an integral part of our strategy. This is achieved through investment selection with downside protection in mind. Typically, value-oriented companies exhibit better downside protection as they will tend to have stronger balance sheets, lower betas, and more attractive price-to-earnings ratios, among other factors relative to their peers.
...And it doesn't stop there
Constant portfolio monitoring and regular client reviews ensure that everyone remains on the same page and is progressing toward the same goal. Implementing a client’s portfolio is, of course, just one of the many steps required in prudent wealth management.
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These meetings provide us with the opportunity to discuss market conditions, your portfolio’s performance, and any needed portfolio changes. These Portfolio and Performance Review meetings do benefit you a great deal in that we can bring you up to speed on how the markets and your portfolio have been performing. As well, they are important opportunities to ensure your portfolio is working for you.
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This is a critical component to properly managing investment portfolios as it ensures that not one account gets ‘lost in between the cracks’ or goes unnoticed. Monitoring your portfolio constantly and rebalancing when necessary ensures that your portfolio will provide you with attractive long term rates of return and ultimately provide you with the consistent value that you deserve.
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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. This process begins and ends with listening to our clients about what is most important to them. We assess both the qualitative and the quantitative aspects of any individual’s situation prior to structuring their portfolio which helps to ensure that everyone is working towards the same goal.
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Once your portfolio has been set up, we ask that you commit to meeting with your Optimize Advisor on a regular basis to enable us to update you on your portfolio’s performance and the overall economic conditions. By meeting on a regular basis to discuss your portfolio, it helps to ensure that everyone is on the same page as it relates to your particular investment goals and objectives. These meetings are a great way to regularly evaluate your goals and ensure you are on the right track.
* Investment Management Services are only provided by licensed Portfolio Managers and Associate Portfolio Managers