电子邮件 | bri***@***.com | 获取Email |
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电子邮件 | bri***@***.com | 获取Email |
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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
公司 | Olcott Square Investment Partners, LLC |
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职位 | Founder and President |
地点 | United States |
http://www.linkedin.com/in/brian-g-2248132 | |
部门 | c_suite |
头衔 | Founder, Olcott Square Investment Partners, LLC |
Olcott Square Investment Partners, LLC Founder and President
2019-01-01 -
W.R. Huff Asset Management Research Analyst
2007-07-01 - 2018-10-01
BlackRock Senior Portfolio Specialist
2004-06-01 - 2006-06-01
BlackRock Portfolio Specialist
2004-01-01 - 2005-01-01
Bullrun Financial Product Management Group
2003-01-01 - 2004-06-01
Brian 在 Olcott Square Investment Partners, LLC 担任 Founder, Olcott Square Investment Partners, LLC
Brian 在 Olcott Square Investment Partners, LLC 的职位是 Founder, Olcott Square Investment Partners, LLC
Brian 的电子邮件地址是 bri***@***.com
Brian 的电话号码是 -
Brian 的公司电话号码是 +190****
Brian 在 investment management 工作。
Brian 的一些同事包括Brian、。
Brian联系方式: 电子邮件地址:bri***@***.com 电话号码:-
Brian 的个人领英是:http://www.linkedin.com/in/brian-g-2248132
Brian 的办公地点:Bernardsville, New Jersey 07924, US
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