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.
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.
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.