Welcome to Equity Optimization!

Equity Optimization

Equity Optimization

By using advanced Equity Optimization you can utilize the equity in your home to its utmost potential.  Equity does not grow.  You can borrow on it with an equity loan, but be subject to monthly payments.  You can do a Reverse Mortgage and not make payments but incur negative amortization.  Or you can use Equity Optimization to get the most out of your home’s equity.

Equity Optimization is investing in closed-end funds.  These funds need to be trading at a discount of their net asset value.  This is called their “element of distress” and will increase your Equity Optimization.  This strategy will use proprietary equity optimization as laid out in a Nobel Prize winning optimization theory.  No leverage is used.  The Equity Optimization model uses parameters framed by a set of constraints determined by investment guidelines.