Optimal Portfolios

Each portfolio is designed to maximize performance for a given level of risk using sophisticated optimization methods.

A balanced asset mix ensures that investors are not dependent on any one asset class or security to provide returns. ivari CI Portfolios are diversified and strategically engineered for efficiency – that is, maximizing return for a given level of risk. Each portfolio is constructed to suit client needs for capital preservation, income generation and long-term growth.

The Portfolios invest in a select mix of underlying income, Canadian equity, U.S. equity and international equity funds.

Optimal Portfolios