Cruelty-Free Investing Since 1995
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Our Origins

The origins of Optimized Partners date back to 1990, while at A.G. Edwards and Sons. Brad Pappas came to national prominence when he developed the first effective social screening system for humane, cruelty free and environmentally oriented investors. During this time we were chosen by the late Gretchen Wyler of The Ark Trust and the Genesis Awards to provide a Vegan screening process to the foundation’s investment portfolio.

By 1995 he formed Rocky Mountain Humane Investing, Corp. as an independent Boulder investment advisory firm to cater exclusively to Vegan and Socially Responsible Investing.

RMHI was the first investment adviser in the United States that focused exclusively on humane and environmentally screening as part of a socially responsible investing philosophy.

In 2009, we made a strategic shift into Quantitative Investing which we believed would offer many significant advantages over traditional portfolio management. Our goal was to deliver what our client communications revealed or “What do investors really want.” After an extensive testing and incubation period, his proprietary ranking and trading systems were made public on in 2013.

Brad Pappas

Managing Partner

Brad is a 1983 graduate of Northeastern University in Boston with a B.S in Investment Finance. While at Northeastern as an undergrad, he was mentored at Lehman Bros. Kuhn Loeb from 1982 to 1984 in Boston and Los Angeles.

Upon graduation Brad, was the youngest recruit in 1984 at EF Hutton and Co. in Los Angeles, CA and became the head of Option Trading for EF Hutton in Beverly Hills, CA. In 1987, Brad developed his first quantitative investment model for options trading and, using his models, ranked second in the U.S. Investing Championship.

Brad is a native of Boston, MA but as an early teenager was motivated by a love of history and Vardis Fisher’s “The Mountain Man” (book version of Jeremiah Johnson) to leave his East coast roots and move to the West where the prairies appear like oceans. At his mountain office ranch and home, he provides permanent homes for mountain dog breeds, especially the Akbash.