Olson Mobeck Investment Advisors

Founded in 1976, Olson Mobeck, a division of People's Securities, Inc., is a registered investment advisory firm with over 30 years of experience managing approximately $700 million in assets. We manage assets for a wide variety of clients including individuals, trusts, corporations, non-profits, pension plans & profit sharing plans, as well as 401(k) plans.*

We combine our investment style and client focus with an intensive investment management process to achieve our clients' investment objectives. Our clients receive the best of both worlds - personalized attention from Olson Mobeck coupled with the resources and the additional services of People's Securities, Inc.

A Personalized Approach
It's your wealth. You want it handled with care and properly invested to pursue your unique goals. A separately managed account can provide you with a personalized approach and a high level of service and consultation, comparable with that enjoyed by institutional clients. Your individual Portfolio Manager will review your investment objectives, create a customized investment plan to work toward those objectives, provide ongoing due diligence, and in-depth monthly statements and quarterly performance analysis.

Learn More About Our Services

• Our Investment Process
• Why Consider Olson Mobeck?

Olson Mobeck Investment Advisors is a division of People's Securities, Inc., a Registered Investment Advisor.

*These are investment advisory services subject to the Investment Advisers Act of 1940.

Investments & Insurance are available through People's Securities, Inc. (member FINRA and SIPC), a subsidiary of People's United Bank.