The Optimizer
The Optimizer Model was accounts for economic cycles, leading indicators, and financial trends. Bellwether Wealth is running the Optimize for interested investors as a portfolio wealth management strategy. Bellwether Wealth built upon the existing Optimizer A, which is ETF-based. The result, Optimizer B, uses state-of-the-art machine learning and artificial intelligence in order to select individual stocks to be bought from within the sectors identified by ETF-based Optimizer A. By its very nature, the Optimizer is not a static system, and the methodology used is advanced and specifically intended to be objective through its use of measurable trends. This wealth management solution is designed to make investment strategy data-driven and unbiassed. Over time, a portfolio can benefit from this consistent and disciplined approach to investment decision-making.
“We have been live with the Optimizer Model since October 2020. Bellwether Wealth is the only wealth management firm authorized to run the Optimizer A and B.”
Brian Beaulieu
Any reference to a chart, graph, formula, or software as a source of analysis used by Bellwether Wealth staff is one of many factors used to make investment decisions for your portfolio. No one graph, chart, formula, or software can in and of itself be used to determine which securities to buy or sell, when to buy or sell them, or assist any person in making decisions as to which securities to buy or sell or when to buy or sell them. Any chart, graph, formula, or software used is limited by the data entered and the created parameters.