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 discretionary portfolio management to a small number of clients, including high‑net‑worth individuals and charitable organizations, and prepares an individualized Investment Policy Statement for each account. The firm generally advises on mutual funds, equities and ETFs and primarily recommends ETF‑based portfolios while implementing ongoing monitoring and trading on clients’ behalf. The firm applies modern portfolio theory to construct asset allocations and requires discretionary authority to execute trades, using a mix of long‑term strategies and option transactions (including covered and uncovered positions) as part of its toolkit. Accounts are custodied and executed through a single broker‑dealer (Interactive Brokers), and clients receive regular reporting from the custodian with at least annual formal reviews by the adviser. What distinguishes the firm from many solo independent advisers is its explicit work with charitable organizations (a relatively uncommon client type) and its documented use of options trading strategies that can carry heightened risk compared with typical ETF‑only advisory approaches. The firm also mandates use of a specific custodian for all clients and disclosed a prior regulatory matter in which it entered a consent order and paid a $5,000 fine after failing to timely renew its state registration in 2021.

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.