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Investment Advisory Committee

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.

 

Bill Olinger, CLU®, ChFC®, MSFS

Bill OlingerOver 45 years of Investment Management Experience. Contributes equity and value manager analysis.

Will Olinger, CIMA®

Will OlingerOver 20 years of Investment Management Experience. Certified Investment Management Analyst designation received through IMCA and Wharton. Analyzes macroeconomic trends. Chairs the IAC.

W.J. Rossi, CFP®, ChFC®

W.J. RossiOver 19 years of Investment Management Experience. Researches and analyzes bonds and fixed income options.

Brian Watson, CFP®

Brian WatsonOver 15 years of Investment Management Experience. Evaluates Benchmark Analysis against selected portfolios.

Bob Eberhard, FLMI®, SPHR®

Over 35 years experience monitoring systems in the financial industry. Oversight of compliance and regulatory matters.

Ben Doty, CFA®

Ben DotyOver 14 years of Investment Management Experience. Leads the Investment Department and is a key member of the Investment Advisory Committee. Mr. Doty is responsible for evaluating investment and portfolio performance and emerging trends through market analysis then providing strategic portfolio adjustment recommendations to the IAC.

Elayna Barrison

Elayna BarrisonAs a member of the Investment Department, Ms. Barrison provides market monitor analysis and other reports for review by the IAC. She oversees rebalancing of client portfolios to align with the IAC’s investment policy strategy decisions.