- We are a registered investment advisor managing assets for a small ongoing fee;we do not charge commissions. Our goal is to help you grow your assets while keeping you properly diversified.
- We are large enough to bring highly sophisticated investment management capabilities, but small enough to provide a high level of personalized service.
- We have achieved excellent results over multiple market cycles and has demonstrated a consistent ability to protect assets in weak market environments.
- We do not use any proprietary investment products. Our focus is on uncovering the best investment opportunities for you - not selling clients our own proprietary products.
- We design each portfolio specifically for you. We do not use a cookie cutter approach to investment management
Call us at 1-860-563-2368 to schedule an appointment today.
Olson Mobeck Investment Advisors is a division of People's Securities, Inc., a Registered Investment Advisor.
5 These are investment advisory services subject to
the Investment Advisers Act of 1940.
Investment & Insurance Products:•Not Insured by FDIC or any Federal Government Agency
•Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate•May Lose Value
Investments & Insurance are available through People's Securities, Inc. (member FINRA and SIPC), a subsidiary of People's United Bank.
