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.
enter
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.
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.
Period.
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.
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.
