Strategies

With the Private market income strategy, Optimum Asset Management deploys its investment know-how in order to achieve the best possible return for your portfolio. With this in mind, our managers choose diversified asset classes that provide high current income and high potential for medium term appreciation. Of course, protection of capital and responsible wealth management remain the primary focus.

Composed of public or private transferrable or non-transferrable securities, the portfolio is actively managed according to the weight and type of asset classes, while accounting for variability of market conditions.

Strategy highlights

• Active wealth management strategy created in 2016
• Generates stable and recurring financial flows
• Long term capital appreciation
• Investment decisions based on optimizing returns and protecting capital

Documentation