Based in New York City, Olson, Cross & Alamo LLC is a privately owned, independent Broker-Dealer. In addition to the Broker-Dealer, we have an affiliated Investment Advisor, Olson, Cross & Alamo Advisors LLC, that allows Olson, Cross & Alamo to provide clients with a choice of either commission-based or fee-based investment services. As an independent and privately owned company, we provide our advisors with the ideal environment for making unbiased decisions with and for their clients. In addition to this freedom, our advisors are given access to cutting edge research, products and services in order to educate both themselves and their clients as to the best strategies for achieving investment goals.
Our corporate philosophy is built on the highest of ethical standards. We named our firm after living partners to make it clear that we stake our personal reputations on the proper treatment of our advisors, and in turn their clients and client funds. Because our focus is on our clients’ success, we do not engage in proprietary trading or other risky corporate practices that may jeopardize our firm. All client securities and cash are insured through SIPC, (Securities Investor Protection Corporation) as well as a supplemental insurance policy taken out by our clearing company, RBC (through Lloyd’s of London) for aggregate coverage up to $1 million in cash and $100 million in securities.
The core values of broker independence and client security are the pillars on which our firm is based. In order to learn more about Olson, Cross & Alamo, please contact us.