The Olympia Group LLC

The Olympia Group LLC provides discretionary portfolio management, sub‑advisory services, and research/consulting to individuals, high‑net‑worth investors, and institutional clients. It delivers ongoing portfolio management with written Investment Policy Statements, acts as an outsourced sub‑advisor to unaffiliated RIAs, and supplies in‑depth security research and monitoring to other advisory teams.

The firm’s proprietary JAG Strategy is a concentrated, all‑cap global equity approach with a small‑ and micro‑cap skew that targets businesses with durable competitive advantages in industries where local structural monopolies are common, and security selection is driven by Porter's Five Forces plus a proprietary moat‑and‑disruption scoring methodology. Portfolio construction emphasizes a small number of high‑conviction positions and bottom‑up fundamental analysis (including discounted cash‑flow and comparable‑company work); the firm may also employ margin, options, and short sales and manages accounts on a discretionary basis.

Compared with many independent advisers, The Olympia Group’s combination of sub‑advisory and consulting relationships and its management of institutional clients is uncommon for a firm of its size. The brochure also discloses a structural conflict arising from the firm managing the principal’s own retirement account alongside client accounts and describes specific allocation procedures (block pro‑rata allocations or sequential executions) intended to mitigate that conflict.