the olcott group: the power of


A Million Choices...

The process of evaluating and selecting an investment advisor has never been more complex—or important.


There are literally a million choices when it comes to managing your organization’s reserves, endowment, foundation and pension funds.


And it's the responsibility of your organization to be a good steward of these assets even as the world and financial markets have become increasingly unpredictable and volatile.



the olcott group

A company formed with one mission:

to help organizations make better decisions about evaluating and hiring investment advisors to manage their critical financial resources.

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A company whose loyalty is to help fiduciaries fulfill their duties by following a disciplined, objective process.

A process which is streamlined, builds consensus, helps manage costs and, in the end, helps achieve superior results.


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our observations

Most organizations don’t have the resources, time or expertise to make informed and objective decisions about hiring an investment manager.


(It’s not a core competency, after all)

the olcott group:
working together with you
to achieve better results.
partnering with you
You may be happy with your investment advisor and just want to conduct independent due diligence to fulfill your fiduciary duties and strengthen your current relationship.  Alternatively, you may have concluded it may be time to change advisors. In either instance, the olcott  group will help you make an informed, impartial decision.
We become an extension of your organization; one of the gears to help make sure you and your investment manager are in synch and functioning as a well-oiled machine.
No one can control geopolitical events, health crises, global economies or the financial markets.  But we can help your organization ensure that you and your investment manager are a good fit and aligned to meet your needs and fulfill your mission.

Most organizations “jump over” critical first steps before searching for, evaluating and selecting investment advisors.


They may not follow a disciplined process.


They may ask the wrong questions -- or forget to ask the important ones.

They often “fish in the wrong ponds.”


It can be difficult to sort the apples from the oranges.


And fees and expenses can be as confusing as a quadratic equation.

about us


Rob is the founder and Principal of the olcott group, a company he formed to help organizations evaluate and select investment managers for their reserve funds, endowments, foundations and pension assets.

Rob previously served as Regional Director at DiMeo Schneider & Associates, one of the country’s largest independent investment advisors. He founded an investment advisory firm in 1989 which became ORION Investment Advisors. In 2017 ORION was acquired by DiMeo Schneider & Associates.

Rob has more than 35 years’ experience working for and with associations and other nonprofit organizations. In 2010 he was named an ASAE Fellow and in 2016 was presented the ASAE Academy of Leaders award. He is an author and regular speaker at educational sessions for staff and volunteer leadership of nonprofit organizations throughout the country. He has served on the boards of several national nonprofit organizations including The Presbyterian Foundation USA and the TKE Educational Foundation.

Rob is a passionate life long learner, an avid traveler and former garage-band guitarist.

“During our search for an OCIO, Rob understood and paid close attention to the human dynamics of both our investment committee and the various investment advisors with whom we spoke. Rob was able to hone in on key questions which helped the committee evaluate more thoughtfully the candidates and streamline our decision making process….”

Tom Taylor, President and CEO, Presbyterian Foundation USA

“Rob’s experience and guidance were instrumental in helping us identify and engage the right investment manager. He definitely saved us time and money.”

"After collating thousands of pages of documents and leading us through the interview phase, Rob helped forge consensus among our staff, committee and board  and guided us to hire what has been an investment manager far better than we could have imagined. The relationship continues to this day and has grown and flourished through strong market cycles and challenging ones as well."


Trey Olcott, Senior Consultant

Trey has more than a decade of experience in the financial services industry.  He has held positions at investment management firms including PIMCO and BNY Mellon and, more recently, as a consultant and portfolio manager at two independent Registered Investment Advisors, specializing in serving nonprofit organizations. 


He has led and participated in numerous educational sessions for nonprofit staff and volunteer leaders.


Trey earned a BS in Finance from the Moore School of Business at the University of South Carolina. He obtained the title Certified Investment Management Analyst (CIMA®) from  the Investment & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. In his free time, Trey enjoys traveling, reading, golfing and volunteering with local charitable organizations. He currently serves on the Board of the Josh Anderson Foundation.


We’d love to talk with you about your needs and objectives.


For more information, drop us a line or give us a call.

There's no obligation, of course. Ever.

the olcott group: the power of

the olcott group

2001 15th Street North
Suite 1506
Arlington, VA  22201


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