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Custom Asset Allocation

Once we fully understand each client’s unique background, financial situation and objectives, we begin the process of creating an “optimum investment” recommendation for a portfolio allocation.

Our process continues with Optivest’s investment committee utilizing sophisticated forecasting tools to audit investment cycles, current vs. historical valuations and statistical probabilities of return. We perpetually evaluate the general economy, inflation, interest rates, U.S. and foreign stock markets, broad commodity prices and real estate. We also consider both professional and household sentiments as key indicators in market turns. 

This always current investment discipline is balanced with our client’s unique investment objectives in order to strategically arrive at his or her Optivest asset allocation. In addition, Optivest portfolios are far more diversified than the typical stock, bond and cash allocations. This results in true diversification which is shown in the outstanding performance track record along with greater investment security. View Track Record