The Olivier Group can help you invest and allocate your assets according to your preferred investment style and risk tolerance. We can help you invest in an extremely conservative fixed-income strategy, an opportunistic wealth creation strategy, and myriad strategies between – all custom-created with an understanding of your preferences, gleaned from a discovery interview and questionnaire.
We do not have a “set it and forget it” investment philosophy. We constantly monitor your plan and investment portfolio. Our team of professionals set in place procedures for ongoing account management. We have a detailed approach to planning and align ourselves with our clients to help work towards their goals and a secure financial wellbeing. As an Olivier Group client, we will identify a portfolio that matches your unique situation and will continue to monitor your investments to manage your needs. We will work hard to be your trusted consultant when you face those critical financial decisions.