A complete list of active advisors currently associated with The Olympia Group LLC
Warmer can help you find a great advisor at The Olympia Group LLC or one who fits your needs even better.
The Olympia Group LLC provides ongoing portfolio management to individual and high‑net‑worth clients and also serves institutional clients. In addition to discretionary portfolio management, the firm offers sub‑advisory arrangements and research‑only consulting to other registered investment advisers. The firm combines fundamental, quantitative, cyclical and technical analysis and documents client objectives in an Investment Policy Statement to guide implementation. Its investment toolkit includes long‑ and short‑term strategies, options, margin and short sales, and its sub‑advisory work can employ a focused “cigar‑butt” screening process followed by in‑depth qualitative review using frameworks such as Porter’s Five Forces and discounted cash‑flow modeling. What is noteworthy for a solo independent adviser is the regular provision of analytic and monitoring services to other RIAs and the willingness to manage institutional accounts in addition to individual clients. That mix of outsourced research/sub‑advisory work alongside direct portfolio management is relatively uncommon among peers of this size.
To learn more about the advisors currently working at The Olympia Group LLC, 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 |
|---|---|---|
Plymouth, WI
| 11
|
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