Contact

Rob Olcott
(703) 901-6210 | email
Principal

the olcott group

703-685-9110

2001 15th Street North, Arlington, VA 22201 United States

About Us

INVESTMENT MANAGER EVALUATION AND SEARCHES FOR BETTER RELATIONSHIPS - -

AND RESULTS

We understand fiduciary duty and the critical importance of reserve funds, endowment and foundation assets to nonprofit organizations. Drawing upon more than 30 years’ experience working for—and with—nonprofit organizations, the olcott group is uniquely qualified to help you strengthen the management of the funds entrusted to your oversight.

Services provided:

  • Investment manager due diligence. Haven’t reviewed your investment manager in years? It may be time to, even if you’re happy with your advisor. Fiduciary responsibility and best practice call for periodic, independent evaluation of investment performance, services and fees.
  • Investment manager search. We help staff and volunteer leadership streamline the process for conducting investment manager searches. Following a proven, disciplined process, our job is to help ensure that your organization retains an investment manager that meets your unique needs and objectives.

We have no relationships with any investment advisors or asset managers. As such, we can provide impartial counsel to help your organization make better decisions about evaluating your current –or searching for a new—investment manager.

Contact Rob Olcott at the olcott group for more information: rob@theolcottgroup.com | 703-685-9110