• Partnering With Our Clients

    At Olsen Investment Management, we partner with our clients to help them work toward meeting their goals through a comprehensive approach to financial planning & wealth management. We specialize in developing investment strategies based on your needs, designed to take advantage of potential market opportunities while applying a disciplined strategy designed with the objective of controlling risk. Acting as your family’s personal and objective consultants, we are there to help guide you toward the achievement of your financial goals and dreams. We also work to remove the stress and anxiety from making financial decisions, both large and small.

  • Objective Research

    Through our affiliation with LPL Financial, we are backed by the largest in-house research team of any independent broker/dealer. As one of the leading financial services companies and the largest independent broker/dealer in the nation*, LPL has no proprietary products, investment banking business, or any other conflicts that might get in the way of providing independent, objective and unbiased advice. The breadth of research coverage encompasses mutual funds, separate accounts, exchange traded funds (ETF’s), REITS, annuities, fixed income, alternative investments and sophisticated investment strategies – while focusing singularly on the individual investor.

  • Personalized Strategies

    Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations.  Being independent means we are free to recommend only those products and services that meet clients’ needs.  Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.

    * Based on total revenues, as reported in Financial Planning Magazine, June 1996 - 2015