Olcott Square Investment Partners, LLC

United States · 1 Employees
Olcott Square Investment Partners is a Registered Investment Advisory firm established in 2018 with the belief that proper investing requires uncompromised focus, complete alignment, total independence, and full accountability. We are focused. We perform fee-based investment management and asset allocation services for our client. We are not distracted by ancillary activities. We are aligned. The majority of our principal's investable assets are invested in the same holdings alongside our clients. We view clients as partners in this respect and hope you view us the same. Likewise, for the companies we might invest in, an important consideration is whether the CEO and management treat shareholders as partners and whether they own a respectable amount of the company's shares alongside our investment – enough where they, too, participate in both the downs and the ups. Alignment is important across the entire investment process. We are independent. We have no influencing affiliations with any large financial institutions, no outside ownership interests to please, no quotas to hit, and no commission-based products to sell. We are accountable. We do not outsource accountability. You will never hear us blame performance on an external investment manager or on a mutual fund, because we do not use them. All investment decisions are generated internally. At the end of the day, we have to look our clients – in many cases friends and family – in the eyes and justify the veracity of a decision. If you share a long-term perspective and have the financial and emotional ability to own a concentrated portfolio, we would welcome a discussion. Please review our Disclosure page which includes the firm's latest Form ADV brochure and Privacy Policy, accessible here: www.olcottpartners.com/disclosure

概述

国家 United States
成立时间 2018
总部 Bernardsville, New Jersey 07924, US
电话号码 +1 908-573-2200
网站 http://www.olcottpartners.com
LinkedIn http://www.linkedin.com/company/olcott-square-investment-partners
Twitter https://twitter.com/OlcottSquare
Facebook https://www.facebook.com/Olcott-Square-Investment-Partners-LLC-100141325145451
员工数 1
行业 investment management,
简介 Olcott Square Investment Partners is a Registered Investment Advisory firm established in 2018 with the belief that proper investing requires uncompromised focus, complete alignment, total independence, and full accountability. We are focused. We perform fee-based investment management and asset allocation services for our client. We are not distracted by ancillary activities. We are aligned. The majority of our principal's investable assets are invested in the same holdings alongside our clients. We view clients as partners in this respect and hope you view us the same. Likewise, for the companies we might invest in, an important consideration is whether the CEO and management treat shareholders as partners and whether they own a respectable amount of the company's shares alongside our investment – enough where they, too, participate in both the downs and the ups. Alignment is important across the entire investment process. We are independent. We have no influencing affiliations with any large financial institutions, no outside ownership interests to please, no quotas to hit, and no commission-based products to sell. We are accountable. We do not outsource accountability. You will never hear us blame performance on an external investment manager or on a mutual fund, because we do not use them. All investment decisions are generated internally. At the end of the day, we have to look our clients – in many cases friends and family – in the eyes and justify the veracity of a decision. If you share a long-term perspective and have the financial and emotional ability to own a concentrated portfolio, we would welcome a discussion. Please review our Disclosure page which includes the firm's latest Form ADV brochure and Privacy Policy, accessible here: www.olcottpartners.com/disclosure

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常见问题

Olcott Square Investment Partners, LLC 在哪里?

Olcott Square Investment Partners, LLC 的总部位于 Bernardsville, New Jersey 07924, US

Olcott Square Investment Partners, LLC 的电话号码是多少?

Olcott Square Investment Partners, LLC 的电话号码是 +1 908-573-2200

Olcott Square Investment Partners, LLC 的官方网站是什么?

Olcott Square Investment Partners, LLC 的公司官方网站是 http://www.olcottpartners.com

Olcott Square Investment Partners, LLC 是做什么的?

Olcott Square Investment Partners, LLC 的业务有哪些?

Olcott Square Investment Partners, LLC 的年收入是多少?

Olcott Square Investment Partners, LLC 的收入是 0美元

Olcott Square Investment Partners, LLC 有多少员工?

Olcott Square Investment Partners, LLC 有 1 名员工

Olcott Square Investment Partners, LLC 属于哪个行业?

Olcott Square Investment Partners, LLC 从事以下行业: investment management

Olcott Square Investment Partners, LLC 使用什么技术?

Olcott Square Investment Partners, LLC 使用的一些流行技术包括: Google Cloud Hosting,Mobile Friendly,Varnish,Wix

如何联系 Olcott Square Investment Partners, LLC?

Olcott Square Investment Partners, LLC 联系信息: 电话号码:+1 908-573-2200, 网站:http://www.olcottpartners.com, 邮箱:bri***@***.com

Olcott Square Investment Partners, LLC 的社交媒体链接是什么?

Olcott Square Investment Partners, LLC 领英:http://www.linkedin.com/company/olcott-square-investment-partners,fackbook:https://www.facebook.com/Olcott-Square-Investment-Partners-LLC-100141325145451,twitte:https://twitter.com/OlcottSquare

Olcott Square Investment Partners, LLC 是一家上市公司吗?

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管理层

Brian

Founder and President

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