The Optimizer

These videos present and discuss how the Optimizer Model (parts A and B) works, why it works, and how it has performed since its inception. See the components of the Optimizer Model, how it is used as part of the broader process of wealth management, and how it has performed relative to its benchmarks.

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.