Olive Tree Ridge Investment Advisors

Overview

Olive Tree Ridge Investment Advisors is a small, privately owned limited liability company that provides fee-based portfolio management largely for individuals, small businesses and some institutional clients. The firm charges a percentage of assets under management and focuses on equity-oriented portfolios rather than ESG or pension consulting mandates. It is organized under individual ownership and does not present itself as a multi-state adviser. Advisory activity centers on discretionary portfolio management for individual and family clients and for small business accounts. The firm indicates use of third-party external managers for alternative strategies and also employs mutual funds alongside its exchange-traded equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices