Our Model Portfolios
Explore Optimize’s suite of five model portfolios, each designed to deliver a disciplined, globally diversified foundation that supports your personal goals, risk comfort, and time horizon.
At Optimize, we offer five professionally managed model portfolios, each crafted to meet different financial needs, investment preferences, and life stages. These portfolios are built using a consistent and disciplined framework, combining global equities, fixed income, and pension-style assets, with careful attention to risk management, diversification, and your long-term plan.
All our portfolios are monitored, rebalanced, and managed with discipline, providing a stable, evidence-based structure for your investments. They are designed to help you stay focused, confident, and invested through different market conditions, while always remaining connected to your goals and comfort with risk.
In this section of the knowledge base, you can explore each of Optimize’s model portfolios in more detail:
Optimize All Growth Portfolio
Designed for investors with long time horizons and a focus on maximizing long-term capital appreciation. This portfolio is heavily allocated to equities, providing higher growth potential while accepting higher levels of market volatility.
Optimize Growth Balanced Portfolio
Balancing strong growth potential with more diversification, this portfolio introduces a greater allocation to fixed income and pension-style assets alongside equities. It is designed for investors who still prioritize growth but with a more moderate risk profile.
Optimize Balanced Growth Portfolio
Offering a balanced approach between growth, income, and stability, this portfolio provides an even blend of equities, fixed income, and pension-style assets. It is suited for investors who seek consistent long-term returns while prioritizing a smoother portfolio experience.
Optimize Income Balanced Portfolio
Focused on income generation and capital preservation, this portfolio reduces equity exposure in favor of fixed income and pension-style investments. It is designed for investors seeking lower volatility and reliable income while maintaining some growth potential.
Optimize Income Portfolio
Our most conservative portfolio, designed to prioritize capital stability and income. This portfolio emphasizes fixed income and pension-style assets, making it suitable for investors with low risk tolerance or those in the withdrawal stage of their plan.
Understanding Optimize Model Portfolios
Optimize model portfolios are built for consistency, balance, and long-term success. Learn how each portfolio aligns with your goals, risk comfort, and time horizon, whether you're focused on growth, income, or a mix of both:
- How Optimize Model Portfolios Are Structured and Managed: Learn how each model portfolio is designed, built, and maintained to support consistency, balance, and long-term success.
- Matching Portfolios to Your Needs: See how we match each investor with the model that best fits their unique financial plan and preferences.
- Understanding the Role of Each Optimize Model Portfolio Strategy: Explore the specific investment purpose each model serves, from growth to income to a mix of both.
- Optimize All Growth Portfolio: Designed for investors seeking higher long-term growth and comfortable with greater market fluctuations.
- Optimize Growth Balanced Portfolio: Aimed at growth-focused investors who still value some balance through fixed income exposure.
- Optimize Balanced Growth Portfolio: Offers a middle-ground approach that blends growth and stability for long-term investors.
- Optimize Income Balanced Portfolio: Prioritizes income while maintaining exposure to growth opportunities for moderate investors.
- Optimize Income Portfolio: Focused on generating consistent income and capital preservation for more conservative investment profiles.