Investment Management

At Optimal Wealth Strategies, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client-focused, personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our client’s investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating capital.

Productive long-term portfolio performance is driven by a combination of proper asset allocation and outstanding manager selection in both the traditional and alternative asset classes.

We believe that diversifying investments across asset classes will produce better risk-adjusted performance for the total portfolio. It is important to understand that every investment has risk, as there are factors that can cause any investment to lose value. While true diversification, or exposure to a wide range of independent risk factors, is difficult, it has the benefit of reducing a portfolio’s volatility while maintaining the expected return.