With a deep understanding of our client’s vision for their wealth, and informed by their risk standards, Olson Wealth Group practices open-architecture investing, offering clients objective, transparent, research-based investment advice. Our focus is on classic investment theory and new thinking around investment planning. Client portfolios have a strategic core as well as room for opportunistic tactical investments, made as market conditions warrant. We adjust allocations in response to evolving client needs and market circumstances and may over or underweight asset classes to reduce risk and offer potential growth.
Within client’s actively managed investment portfolios, the long-term is prioritized while aiming to meet benchmarks and watching trendlines. Benchmarks are important, and our goal is to have our clients regularly outperform relevant market indices. More importantly, we build investment portfolios that help our clients pursue their goals by providing well-diversified portfolios over multiple complementary asset classes including stocks, bonds, private placements, and social impact. We sit on their side of the table.
As a full-service client, our clients receive:
- Sophisticated, goal-oriented investment advice
- Clear explanations of the logic behind every investment decision
- Active management
- Tax- and fee-efficient portfolio construction
- Performance evaluation
- Risk management and mitigation
- Portfolio crash tests
- Ongoing, objective market research and analysis
- Portfolio rebalancing
- Online dashboard portfolio viewing
- Clear, detailed, personalized reports
Olson Wealth Group uses independent and objective investment research across a wide array of customizable and flexible investment platforms. Led by our SCOPE process, our wealth management and investment process seek clarity and wisdom to meet each client’s vision for their life. With measured risk, a deep bench of talent, and cutting-edge research, we execute customized investment strategies to fit each of our client’s unique goals.
Securities offered through LPL Financial. Member FINRA/SIPC.
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