Olson, Cross & Alamo delivers truly customized investment strategies and advice for our clients. As an independent and privately owned company, we provide the ideal environment for making unbiased decisions for our clients. Investment recommendations are made through a two-tiered approach. Primarily the circumstances of each investor are considered in order to evaluate their overall financial circumstances and existing portfolio mix. Next, we focus on opportunities where we see a significant and material divergence between the current price and the underlying intrinsic value of an investment. Additional factors in our analysis include the predictability of a business and whether or not it has significant barriers to entry that would prevent competitors from eroding pricing power. For those individuals of sufficient net-worth, the firm can design portfolio mixes that include Private Equity. The goal is to emulate the success that many endowments and other institutions have enjoyed by investing in Private Equity.
We believe in the development of tailor-made investment portfolios specific to each of our client’s needs. With different objectives, time-horizons, financial positions, and risk tolerance; no two investors are the same. For this reason, personalized investment portfolios are the natural fit for individuals looking for risk-adjusted equity, fixed-income and private equity holdings. The investment advisors at Olson, Cross, & Alamo only allocate capital in the highest of quality businesses and help protect client assets by utilizing hedging strategies where necessary. We strive to achieve long-term capital preservation through a prudent and rational investment approach coupled with a strong focus on risk.
The firm does not engage in any proprietary, commodity, or futures trading.