Olive Tree Ridge Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,131,963
Clients
8
Advisors
1
of 1 employees
About
Olive Tree Ridge Investment Advisors provides ongoing discretionary portfolio management to a small client base, including high‑net‑worth individuals and charitable organizations, and prepares an Investment Policy Statement for each client. The firm generally limits advice to mutual funds, equities and exchange‑traded funds (primarily ETFs) and does not impose an account minimum.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes asset allocation, long‑term strategies, and the use of options trading — including covered, uncovered and spread positions — where appropriate. It requires clients to use Interactive Brokers, furnishes monthly account reports, and conducts at least annual reviews of client accounts while documenting risk tolerances and recommended allocations.
Distinctive features include the firm’s acceptance of charitable organization clients, which is uncommon among independent advisers, and the requirement that clients use a specific custodian. The firm’s sole investment professional also operates a separate construction business that occupies substantial weekly time, and the firm disclosed a prior registration lapse in December 2021 that was resolved by a consent order and a $5,000 fine.
Client services
Expertise
Fee options
0.5% annually
Main office
Sharon CT
Advisors at this office
1
Most active in
Connecticut · Maine
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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