Proactive Money Management

Welcome to PROACTIVE Money Management!

Portfolio manager Jeff Unterreiner was instrumental in developing the OPTI-flex® Money Management strategies in the early 90's. This strategy continues to get the big picture right, placing the OPTI-flex® Strategies as one of the top ranked money management strategies in the nation.

OPTI-flex® Money Management Strategies invests in open-end mutual funds, thus giving flexibility to invest in both global and domestic equity funds, core value and growth funds, high-yield and high-quality bond funds, depending on the portfolio manager's research and time-tested market experience. This opportunistic investment style reflects Mr. Unterreiner’s certainty that sticking to a stylebox no longer meets an investor's investment goals.

The OPTI-flex® strategies has the flexibility to invest in funds that short a portion of their underlying holdings, adding further diversification to the OPTI-flex® portfolio and offering an investment that truly blends the traditional and modern investment processes.