The Vegan Growth Portfolio.

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.



Updating “What do investors really want?”

Two years ago I began to write conceptual articles based on “What do investors really want?”.   At the time the vanilla stock-centric approach to investing was working fine and there was no way to distinguish our philosophy from any other traditional investment adviser.  Bear markets in stocks are a fact of life and rather than being a cheerleader with the hopes of eternally rising prices we’re realists who accept the investment cycle. But how times have changed!  Our interpretation of “What do Investors really want?” is that investors really want steady returns without dramatic drawdowns if they can be helped.   Big annual returns are nice and they will happen from time to time but if those returns come with -40% or -50% pullbacks just as frequently then investors would have no part of it.   However, this type of volatility is exactly what you get if you’re a stock mutual fund/Index fund “long term investor” who’s strategy is to “buy and hold”.   The chart above shows that the real rate of return for the SP 500 is a mere 1% per annum since 2000 which simply isn’t worth the risk if you’re a long term buy and holder. Our primary issue with mutual funds or vanilla style advisors is that regardless of asset or style is that they’re all single direction oriented (they need a bull market to make money).   Mutual funds don’t adapt and consider changes into the macro economic environment to adjust their holdings which would remedy the dramatic declines and sharply increase the chance that the investor will be a true long term investor but... read more

Indexing comes with heavy risk

Investment in stock index funds dwarfs prior secular peaks.  When you own an Index Fund you’re also indexed to take major losses along the lines of 30% or more on average in a sustained bear market. Active managers can switch gears and realign portfolios to benefit from bear markets.... 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.