Investing in Everyone's Future

For over 20 years, Optimized Partners has been providing people who care about animals and the environment a way to invest in the future.

Securing Your Future On Your Terms

Since 1995, Optimized Partners (owned by Rocky Mountain Humane Investing, Corp.) is the first and only registered investment advisor specializing in the investment needs of the Vegan/Environmentally conscious investor.


Investing Ethically

It’s an amazing experience to participate in the realization of a clients’ long term goal. We believe in the dreams of our clients and we see our role as identifying the most effective investment solutions to realize your aspirations.


The Evolution of Vegan Investing

We integrate your conscious philosophy with our advanced quantitative models to generate very competitive investment returns that represent an improvement to mass marketed mutual funds and traditional unscreened private portfolio management.


OP maintains a series of live portfolios which track holdings and investment returns based on our proprietary quantitative systems. CAGR = Compounded Annualized Growth Rate which includes trading costs and slippage but not management fees.

Past performance is no guarantee of future performance.

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FROM OUR BLOG

Our Kiva.org loan portfolio

Perhaps that I feel some works of charity should not be hyped.  I’m very old fashioned in that regard and view that charity should not come with strings nor attention but times are changing.  I’ve always admired when an athlete or celebrity engages in some charity but demands there be no publicity.  May the angels come to your rescue if you publicized all-time hockey great Bobby Orr spending an afternoon with a Cancer stricken child and family in his own home. That being said, I’ve been asked to mention that since April 2015 a portion of our client fee’s have been donated to Kiva.org The current administration’s view of withdrawing financial aid to needy countries and causes places everyday people and organizations to fill in the gaps.  I expect we’ll see some form of activist funding to fill in the gaps voided by new administration policies for the Arts, Planned Parenthood, school lunches, homelessness, military family support, climate change and technology, LGBT rights, etc. We’re just doing our bit. If you never heard of Kiva.org they’re a non-profit micro lender for small borrowers around the globe.  They offer funding to vast array of borrowers and purposes in some of the most dangerous and remote parts of the world. Quarterly, we allocate a portion of our collected client fees and assign them to Kiva for loans.   When the loans are repaid (some do default) the funds are recycled to new loans.  In my mind there is no “profit” in these loans and we don’t intend to ever reclaim the funds.  We intend to let them recycle through the Kiva system indefinitely. We’ve made... read more

Performance update on the Vegan Growth Portfolio

I should get around to doing this more often as we are in the minority when it comes to investment advisors willing to post portfolios and returns.  I’ve advocated for years that retail investors don’t have to settle for the returns offered by indexers and robo-advisory firms.  Robo’s are cheap but you won’t receive what we offer in terms of returns and bear market protection. The Vegan Growth Portfolio is a name we use to describe the concept of investing with Vegan perspective.  Its a diversified portfolio that usually has about 30 holdings when fully invested.   When our indicators tell us that when stock market risk in unacceptable due to the potential for recession we reduce our stock holding and focus on Treasury bonds or cash. Collective2.com offers a unique opportunity to create a mirror portfolio of our client holdings in the Vegan Growth Portfolio.   In other words, the same day we buy or sell a stock for our clients we also buy or sell it in the VGP.  The price may differ by a small amount but the Vegan Growth Portfolio shown on Collective2.com is close approximation to our client accounts. As you can see we are soon arriving to the important 5-year return milestone.  As of 2/24/2017 the compounded annualized rate of return is 17.3% which is net of all fees and expenses.  The gross (before fees) return is 18.8% per annum. We respectfully ask when a potential client’s first question revolves around fee’s is which would you prefer:  Make 4%-6% net at a indexer or robo-advisor like Betterment or our returns which charge more?... read more

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Vasi was a male Akbash that we adopted in 2007 from Pyr Rescue in Black Forest, Colorado. He was an abused dog; yet he thrived from day one on our ranch until he passed away in 2013. Akbashes are Turkish working dogs, and he did work. Regardless of how cold and forbidding a high mountain Colorado ranch can be in the Winter he never voluntarily spent a night indoors. He was a natural born protector and quickly became a beloved part of our ranch community. Vasi means “great” in Turkish (a fitting name). We now have four rescues, Luka, Tony, Kit and Alexei—and we would like to thank all of those that work tirelessly to rescue and rehabilitate mans’ best friend.