Capitalize on your greatest opportunities and steer clear of your worst fears to create your best lifetime experience. We understand that your life and wealth present questions and challenges outside of asset management so we developed the tools to build a secure future. Our team starts with a one-on-one meeting with you to discuss your needs and financial goals.
Our goal is to build multi-generational relationships focused on supporting you and your family. Learn more about how our unique planning process can benefit you. Now that you have a game plan for your life, assets, and investments, it's time to take action. You can implement your plan yourself, utilize someone you currently work with, or hire Koss Olinger or a firm like Koss Olinger to put your plan into action.
Our goal is to build multi-generational relationships focused on supporting you and your family. Learn more about how our unique planning process can benefit you. Now that you have a game plan for your life, assets, and investments, it's time to take action. You can implement your plan yourself, utilize someone you currently work with, or hire Koss Olinger or a firm like Koss Olinger to put your plan into action.
Services
Your wealth can create a unique set of challenges and add significant complexity to your life. It is important that you partner with a team that understands your situation and is committed to alleviating any stresses or concerns you may have while also being structured in such a way that they will be there when you need them the most.
Koss Olinger's Wealth Management and Financial Advisory Team has over 150 years of combined experience. Because of our unique team approach, Koss Olinger has deliberately sought out diversified individual designations and expertise to create eight distinctly gifted individuals and our resulting world-class team.
We help you by providing peace of mind and confidence in where you are now and your ability to get to where you want to be in the future. Plan Implementation/Investment Management (The Wealth Manager) which encompasses asset management, family services, wealth management, and tax planning.
Many firms focus on portfolio returns or other black and white metrics, but we know that successful wealth management is not that simplistic nor is it one size fits all.
Many firms focus on portfolio returns or other black and white metrics, but we know that successful wealth management is not that simplistic nor is it one size fits all.
Koss Olinger's Investment Advisory Committee (IAC), comprised of our financial advisors and professional staff, monitors investment positions on a daily and weekly basis. The IAC examines market conditions, emerging trends and any other variables that may impact a client's portfolio.
Based on in-depth market analysis and the committee's vast experience, the IAC proactively makes adjustments to holdings and portfolios to minimize risk and protect each client's investments.Following a mix of passive and active investment strategies, combined with manager research and due diligence, the IAC seeks upside opportunities for wealth accumulation with a concern for downside risks in line with each client's strategic asset allocation.
Based on in-depth market analysis and the committee's vast experience, the IAC proactively makes adjustments to holdings and portfolios to minimize risk and protect each client's investments.Following a mix of passive and active investment strategies, combined with manager research and due diligence, the IAC seeks upside opportunities for wealth accumulation with a concern for downside risks in line with each client's strategic asset allocation.
You deserve to have a team who first works to understand your personal goals and challenges. You deserve to have a team who first works to understand your personal goals and challenges and only then begins managing your wealth with your best interests as the single filter through which all decisions are made.
Reviews
Be the first to review Koss-Olinger Consulting.
Write a Review
