Through our Broker/Dealer, LPL Financial, the consultants of Olsen Investment Management are proud to offer access to a full range of investment products to work toward our clients needs including:
- Individual Stocks and Bonds
- Certificates of Deposit
- Fixed and Variable Annuities
- Load and No-Load Mutual Funds
- Exchange Traded Funds (ETF)
- Unit Investment Trusts (UIT)
- Real Estate Investment Trusts (REIT)
- Treasuries and Government Securities
- Managed Futures
- Preferred Stock
Individually Tailored Investment Management: We meet face to face with each client to review their existing investment holdings. We discuss their past investment experiences and examine the tax structure of their portfolio. We provide a summary of past performance and review the risk profile of the present holdings. We will then make recommendations, if necessary, as to appropriate reallocation strategies. Once implemented, we carefully monitor portfolio returns and activity and meet regularly with clients to keep them appraised of their investment’s performance and to make changes as circumstances may dictate.