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Investment Strategy

Gain from the Optimum Investment Strategy

Our investment strategies are always designed to serve our clients’ distinct financial goals. We do not subscribe to a “one size fits all” philosophy; instead, we are constantly assessing which portfolios will be appropriate for each client’s unique circumstances and needs.

Within our portfolios we have four broad asset classes: Global Equities, Global Real Assets, Global Fixed Income, and Alternatives. Combining a strategic blend of securities, we design model portfolios with the highest return potentials, given risk levels. Optivest has access to purchase direct real estate investments or hedged funds and by including these specialty growth and high cash flow investments, we’re able to truly balance and protect your portfolios, providing assurance and confidence in your investments.

With in-house portfolio management we are able to offer independent advice alongside tailored investment strategies. Our Director of Portfolio Management, Stella Choi, holds the esteemed Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. Our experienced team of investment professionals is responsible for researching, developing and managing your portfolios.

Whether your investment goals involve monthly income, annual growth, or a combination of both, our investment decisions are based on a diversified approach to investing and are made in conjunction with your plans.

Traditional Management:

With sophisticated research and support from tools and companies such as JP Morgan, BlackRock, Goldman Sachs and Bloomberg we continually research the securities we invest in by systematically evaluating what we refer to as “the four Ps”:

Philosophy of the firm,
Investment Process;
People undertaking the investments;
Satisfying Performance objectives.

As experienced financial market professionals, we know the right questions to ask in order to arrive at a process that is most likely to reach your stated objectives. Optivest is perpetually evaluating macro-economic factors such as inflation, interest rates, U.S. and foreign stock markets, broad commodity prices as well as real estate to make the most effective and informed decisions for your portfolio.

Hedged Stock Management:

Non-correlated stock market investments in both hedged stock funds and fund of funds give our accounts the ability to maintain uncorrelated returns during time periods where traditional stock markets are flat or negative.

Real Estate:

Optivest actively invests with highly experienced managers and operators of hotels, assisted living centers, medical office buildings, public storage facilities, retail, office, apartments, and critical business infrastructures – all structured through private REITs or private Reg-D offerings.

These investments are made through highly experienced acquisition and management professionals, geographically diversified across the country.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.