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.
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.
Rob Olcott, CAE, FASAE, CIMA, AIF
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
“I have known Rob for many years as an active thought leader in the investment and nonprofit community. We recognized that our organization did not have the time or expertise to conduct a search for a new investment advisor so we sought out the assistance of Rob and the olcott group. His guidance saved us time and money and, in the end, resulted in a better outcome than we could have achieved otherwise.”
Stacy Tetschner, President and CEO, ATSSA
"the olcott group worked hand-in-glove with our team and volunteer leadership to lead us through a thoughtful process to select the optimal investment advisor which, frankly, we couldn't have undertaken ourselves. We couldn't be more pleased with the service--and the results."
Board Treasurer, Global Conference Network USA
Head of ESG, Pfiser