The Optimizer Model was engineered based on ITR’s knowledge and experience regarding economic cycles, leading indicators, and financial trends, as evidenced by our long-term track record of success in forecasting. We have long been asked to provide “stock tips” based on our work and track record both in economic forecasting and in applying that methodology to sectors/stocks. That effort is now systematized into a coherent, objective methodology that is part of our ongoing work at ITR Economics and a field of study we are continuing to research.
We partnered with Clark Bellin and his firm, Bellwether Wealth, in running the Optimizer Model for interested individuals. Bellwether Wealth built upon the existing Optimizer A, which is ETF-based. The result, Optimizer B, uses state-of-the-art machine learning and artificial intelligence in order to select individual stocks to be bought from within the sectors identified by ETF-based Optimizer A. By its very nature, the Optimizer is not a static system, and the methodology used is advanced and specifically intended to be objective through its use of measurable trends. ITR’s methodology and the objective nature of Optimizer A and B result in an investment process that is often a perfect fit within an overall investment strategy.
Don't miss our complimentary webinar to learn more about the Optimizer Model!
May 14 at 1 p.m. ET, from ITR’s Studio A
Presenters: Alan Beaulieu (ITR), Eric Post (ITR), Clark Bellin (Bellwether Wealth)
This webinar will show how the Optimizer Model (parts A and B) works, why it works, and how it has performed since its inception. ITR Economics President Alan Beaulieu and Senior Economist Eric Post will be joined by Clark Bellin, principal of Bellwether Wealth. They will present and discuss 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.