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Stock Market Investments
Traditional Management: Optivest tracks, monitors and invests with a select group of no-load mutual funds and separate account stock managers. Portfolios are balanced between large, medium and small capitalization managers, with further allocations for growth, value and international opportunities. Portfolio allocations are targeted to provide broad market diversification and attractive risk-adjusted returns.
Hedged Stock Management: These non-correlated stock market investments, in both hedged stock funds and fund of funds, have helped Optivest accounts maintain improved stock market returns during periods of time that traditional stock markets are flat or negative. These funds target high single-digit or low double-digit returns.