Our Investment Advisory Team
The OCG is a team of individuals with diverse and complementary skills. Our consultants have more than fifty years’ combined experience working both for and with nonprofit organizations and retirement plan sponsors. The group’s members are active in the not-for- profit community. Moreover, some members of the group also possess and are pursuing advanced designations in investment consulting and investment planning.

To stay abreast of ever-changing financial markets and market environments, members of the team participate in industry conferences, monitor a broad variety of research and meet regularly to review and discuss issues that may affect our clients' portfolios. This helps ensure that our consultants share a thoughtful, common view on the markets, the economy and appropriate investment strategies.

Each client is serviced by a primary relationship manager who, in turn, is supported by technical and administrative staff. Our approach is to provide a primary point of service with backup from technical and administrative members of the OCG team. A secondary relationship manager is assigned at the time of engagement to help ensure quick response and continuity of service in the event the primary relationship manager is unavailable.

Furthermore, the Olcott Consulting Group combines the responsiveness of a boutique firm with the research strengths of a larger, established organization using resources available through Wells Fargo Advisors’ Advisory Group. This groups is comprised of investment professionals who provide research on the capital markets, asset managers and industry developments, as well as due diligence analysis. OCG complements these resources by conducting its own visits.