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.

CLU®, ChFC®, MSFS
Over 55 years of Investment Management Experience.
CIMA®
Over 30 years of Investment Management Experience. Chairs the IAC.
CFP®, ChFC®
Over 25 years of Investment Management Experience.
CFP®, CDFA®
Over 24 years of Investment Management Experience.
CFP®
Over 10 years of Investment Management Experience.
CFP®, ChFC®
Over 9 years of Investment Management Experience.
CFP®, ChFC®
Over 7 years of Investment Management Experience.
CIMA®, CDFA®
Over 6 years of Investment Management Experience.
CFA®
Over 20 years of Investment Management Experience.
CFA®
Over 5 years of Investment Management Experience.
Over 3 years of Investment Management Experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Take The First Step For Your Future

The first step is an introductory consultation with our team to allow both parties to learn more about each other. Please click the button below to contact us for your first meeting.