OLSON, CROSS & ALAMO ADVISORS LLC

Overview

Olson, Cross & Alamo Advisors LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individual and family clients. The firm runs a decidedly equity-tilted investment approach, using exchange-traded instruments as the backbone of client portfolios. Their business model is built around percentage-of-AUM fees and direct portfolio management rather than institutional consulting or pension work. Olson, Cross & Alamo does not position itself as an ESG investor and concentrates its efforts on liquid, tradable strategies that support active allocation decisions. Manager allocation activity shows a modest but deliberate use of third-party alternative managers alongside conventional long-only exposures. The firm mixes mutual funds and corporate debt with allocations to hedge funds, real estate vehicles and managed futures to seek diversification and return streams that are less correlated with public equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices