We?ll show you how our principles, perspective, discipline, and dedication make us different.
We have expertise, experience, and sophisticated resources, and we use them to help our clients achieve their goals. We are solely guided by what serves our clients best, without conflicts of interest.
We practice Modern Portfolio Theory. Rather than trying to predict which way the market will move, we focus our efforts on designing a custom, efficient portfolio to meet each client?s specific needs for return, income, and reliability over the long-term. Our investment management is built on objective research, solid logic, hard work, and disciplined execution of our strategy.
We invest the bulk of our time and resources to determine the asset allocation for each client?s portfolio. We learn about our clients and we use an optimizer. Each portfolio includes a variety of asset classes combined in proportions that we expect will maximize return while minimizing volatility over the long-term.
We make a systematic search for mutual funds that have provided excellent performance ? measured by risk as well as return. Special agreements allow us to use loaded funds with the sales loads waived.
We closely monitor the investments and regularly review our clients? needs and priorities. We provide our clients with meaningful reports and ongoing service.
|Firm Start Year:||1970|
|Name of Broker/Dealer:||First Allied Securities|
|Name of Custodial Firm:||Pershing|
|States Licensed in:||AZ, CA, FL, MI, MN, UT, WA, PA, OR, NV, OK|
|Number of Years with Current Firm:||30|
1969-1974 Mutual of NY (Assistant Manager from 1971-1974)|
1974-1977 Phoenix Mutual (Assistant Manager)
1977 Started his own company named D.H. Olson Co.
1988 Co-founded the Norm Evans Seahawks report
1997 Changed company name to Olson Investment Advisors, LLC
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs|
|Investment Types:||Bonds , Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Annuities , Stocks , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , Via phone , At your home , At my office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Health , Variable Life , Annuity , Disability , Long Term Care , Variable Annuity , Life|
|Non-Financial Organization Memberships:||
Dwight has been conducting Retirement Seminars at The Boeing Co. for the past 20 years; he has contributed columns to the Seattle business journal and the Daily Journal of Commerce; been featured for several years on KIRO radio program on financial and investment planning; appeared several times on PBS KCTS Serious Money; a featured speaker to the clients of CPAs and law firms; he has been a guest speaker at the American College of Trial Lawyers; and completed Seattle University Executive Learning Honors program.
Pinnacle Forum National Board Chairman
Kirkland Rotary for 26 years (past president from 2000-2001)
Christian Executives Officers for 10 years (past president from 1995-1996)
Kirkland Performance Center board member for 10 years
First Allied Securities Circle of Excellence for 20 years
Action Sports Past President
Westminster Chapel member for 33 years
|Firm's Number of Clients:||over 150|
|Firm's Number of Managed Clients:||over 150|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$150,000|
|Compensation Methods:||Based on Assets|
|Mon.||7:00 AM - 4:30 PM|
|Tue.||7:00 AM - 4:30 PM|
|Wed.||7:00 AM - 4:30 PM|
|Thu.||7:00 AM - 4:30 PM|
|Fri.||7:00 AM - 4:30 PM|