Our clients include family offices, high-net-worth and ultra-high-net worth individuals, and institutions. Our firm does not engage in proprietary trading, or take “riskless” positions by simultaneously buying from one client while selling to another. All client funds and assets are custodied by established clearing companies providing independent monitoring of client assets.
Olson, Cross, & Alamo Advisors provides fee-based investment advisory services. With an experienced investment team, a personalized service approach, and a corporate culture dedicated to excellence, we provide investors with white-glove service.