Olivar & Greb Capital Management, LLC

Olivar & Greb Capital Management is a small advisory firm that provides discretionary and non‑discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm documents client objectives with Investment Policy Statements and offers ongoing portfolio monitoring as well as standalone or bundled financial planning services.

The firm’s investment process combines fundamental analysis and elements of modern portfolio theory, with a stated preference for domestic equities it believes trade below intrinsic value alongside fixed income, ETFs (including precious‑metals ETFs), non‑U.S. securities, and the tactical use of margin and options. For qualified clients it also accepts performance‑based compensation in addition to asset‑based arrangements, and typically seeks discretionary trading authority to implement client strategies.

Noteworthy aspects relative to many peers include a small client base and modest AUM alongside an unusually large proportion of non‑U.S. clients for a firm this size, and a principal’s affiliation with a private investment vehicle that invests in the U.S. and China and makes opportunities available to accredited investors — arrangements the brochure discloses and that can create potential conflicts of interest. Operationally, the firm does not bunch trades across multiple client accounts and requires certain custodians for directly managed accounts, factors that may affect trade execution and operational delivery compared with other advisors.