A complete list of active advisors currently associated with Olive Tree Ridge Investment Advisors

Warmer can help you find a great advisor at Olive Tree Ridge Investment Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Olive Tree Ridge Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Herbert Moore	Sharon, CT	15

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