Olson, Cross & Alamo Advisors

Financial ServicesNew Jersey, United States2-10 Employees

Olson, Cross & Alamo Advisors operates in the financial services sector, offering customized investment strategies and independent, privately owned advisory services. The firm emphasizes analyzing an investor’s overall financial situation before identifying opportunities where market prices diverge from intrinsic value, and it considers factors such as business predictability and barriers to entry as part of its assessment. For clients with sufficient net worth, the firm can design portfolios that include private equity, aiming to emulate the long‑term performance seen by certain endowments and institutions while prioritizing risk management and capital preservation. The company concentrates on risk-adjusted equity, fixed income, and private equity allocations, employing hedging strategies to protect client assets as needed. Olson, Cross & Alamo is based in Red Bank, New Jersey, and positions itself as an independent, two‑tiered decision‑making advisor that avoids proprietary trading and focuses on tailor-made investment solutions. The firm’s approach reflects a commitment to unbiased, rational investing with an emphasis on long‑term outcomes and prudent risk considerations.

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