Always Tailored to You
Our approach to investing is centered on your specific circumstances and goals. We accommodate your unique criteria, including your tolerance for risk and your timeline, and apply a strategic, evidence-based philosophy to build a portfolio for you.
Our Investment Philosophy
Olive Tree's investment philosophy revolves around owning large and historically successful businesses, many of which you will likely know. Your portfolio will be diversified across sectors, in companies that meet most, if not all, of the following criteria:
Your individual stock portfolio will generally represent at least 75% of your equity portfolio. The remainder may consist of other equity asset classes. Depending on your risk tolerance, your broader portfolio may consist of a variety of low-cost fixed income ETF's and/or mutual funds.
Interested in Socially Responsible Investing?
Let’s Create Your Custom Investment Strategy
Our approach to investing follows a practical, strategic philosophy with a focus on companies that have a strong track record of success. With every portfolio we construct, we further tailor it to your specific needs, goals and risk tolerance.