Olson, Cross & Alamo Advisors LLC

Olson, Cross & Alamo Advisors LLC provides portfolio management and investment advisory services primarily to high‑net‑worth individuals and, in limited circumstances, retail clients. The firm tailors client relationships by assessing financial status, time horizon and risk tolerance and may manage accounts on a discretionary or non‑discretionary basis across a broad set of securities.

The investment process begins with a top‑down macroeconomic review (including GDP and CPI) to identify sector implications, followed by fundamental and technical analysis of individual companies. Portfolios may include equities, fixed income, ETFs, mutual funds, options, futures and alternative investments, and the firm makes options available subject to regulatory disclosures.

Compared with many peers, the firm’s client base is concentrated toward high‑net‑worth accounts and reports discretionary assets consistent with its reported assets under management, producing a relatively high asset‑per‑client profile. Noteworthy operational features include a written Code of Ethics with specific personal‑trading controls (including a seven‑business‑day blackout around client trades), the firm’s choice not to accept proxy‑voting authority, and disclosure of a previously affiliated broker‑dealer that has since been dissolved.