Investment Management

Steady. Growth.

We balance a long-term, results-oriented approach with innovative insight to capture opportunity while minimizing unnecessary risk.

Take a long-term view

Our goal is to help you grow and preserve your assets. While portfolio performance depends on many factors, our strategy seeks to minimize volatility while pursuing long-term growth.

Capitalize on top managers

We take a disciplined approach to identifying, evaluating, and conducting due diligence on managers who have the potential to provide you with superior risk-adjusted returns.

Manage your risk

As preservation is tantamount to financial security, our strategies are designed to reduce risk to your portfolio at every life stage.

Benefit from active asset allocation

We remain focused on your portfolio, and adapt our allocation strategy and your investment mix as the market and your objectives evolve.

OL Advisors

74 Batterson Park Road, Suite 303, | Farmington, CT 06032 | 860.521.4751

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OL Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, and WV. No offers may be made or accepted outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, OL Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

OL Advisors