ASAE - the olcott group

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Investment, Strategic & Business Planning / Development

Finance / Insurance / Real Estate

Accountants, Financial / Investment Services / Retirement Services

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Headquarters

North, VA, USA

the olcott group

Improving investment and retirement plan results through better stewardship.

Periodic evaluation of your investment policies, procedures and investment managers isn’t just good business, it’s mandated by fiduciary regulations.

With more than 40 years’ experience working both for and with nonprofit organizations, we understand the critical importance of reserves, endowments, foundations and employee retirement plans. We also understand the unique challenges facing nonprofits, including the need to forge consensus—often from a wide variety of perspectives.

As an independent, employee-owned firm, we offer objective counsel to help staff and volunteer leaders:

understand and fulfill your fiduciary responsibilities
ensure that your governance structure, Investment Policy Statement and investment manager(s) are aligned to support your mission, needs and objectives
evaluate options for implementing ESG principles into your investment portfolios and retirement plan
objectively evaluate the services, performance and fees charged by your current investment manager(s)
conduct thoughtful searches for new investment managers, as necessary
evaluate the services, fees and performance of your retirement plan provider

Reach out today to set up a free, no-obligation call to discuss your organization and its needs and objectives. At the olcott group we harness the power of together.

Rob Olcott, CAE, FASAE, CIMA, AIF

Principal

the olcott group

rob@theolcottgroup.com

703-901-6210