ABOVE & BEYOND
TRADITIONAL PORTFOLIOS
HOW WE
INVEST
01
DETERMINE
GROWTH & INFLATION
Market prices adjust to the current consensus views of growth & inflation. Because the consensus is always priced in, one needs an ability to form a view that is different from others. To build a durable portfolio, we measure current consensus against our measured estimate of growth & inflation.
02
BUILD A
BETTER
BETA
Go beyond stocks & bonds. We use liquid asset classes that can perform in all market environments: stocks & bonds + US treasuries, int’l & emerging market sovereign credit, foreign exchange currencies, real-estate, commodities, volatility, and their derivatives.
03
MANAGE
BETTER
ALPHA
More than rebalancing a fixed allocation to stocks and bonds. We manage interim portfolio adjustments based on daily monitoring of (i) insurance purchases from market participants, (ii) movement of US treasury yield curve, and (iii) tone of central bank commentary.
MEET
OPTIMUMSQUARE
OUR STORY
You deserve a better way. Drew Geyer created OptimumSquare because he believes that everyone, regardless of their amount of assets, should have the opportunity to gain from sound investment management. By combining proven investment strategies with management that drives down costs, Drew believes that everyone finally has a way to make the most of their money.
OUR VISION
Everyone deserves balanced investment advice. We offer services for every household with no minimum, with an option for no management fees for the first $50,000 of managed assets. Our investment philosophy is backed by decades of research that comes to an important conclusion: Over the long term, a diversified portfolio of low-cost ETFs is likely to outperform a high-cost portfolio of individual stocks and mutual funds.
OUR APPROACH
The new way of managing portfolios puts you first. We're a fiduciary, which means we act in your best interests. We don't get paid to sell certain funds, and we don't have funds of our own. That means we'll do what we believe is right for you. We are continually monitoring our indicators of growth & inflation to manage and instruct risk accordingly in your OptimumSquare portfolio.
OUR
CUSTODIAN
InteractiveBrokers provides our clients with world class support, access to 100 markets in 24 countries, and best price execution to minimize cost and maximize returns.