Oliver Investments

Overview

Oliver Investments is an independent registered investment adviser organized as a limited liability company. According to the record, the firm registered with the SEC in 2019 and is owned by a combination of a domestic entity and an individual. Its stated advisory activity centers on portfolio management for individuals and small businesses. Oliver Investments charges fees based on a percentage of assets under management and does not present itself as a capital allocator. The firm is not flagged as an active ESG investor, is not listed as a multi-state adviser, and is not positioned as a pension consultant. The record also indicates the firm has a related adviser affiliation.

Assets & Accounts

Investments & Alternatives