Client Service
Olesky Capital Management was founded on principles of the highest quality service. Clients’ interests always come first. You can be assured that you will be treated with respect and forthrightness. We endeavor to provide you with the best possible investment counsel. Our dedication to integrity, stability, long-term relationships, and the highest standards of quality and performance are incorporated into everything we do.
Personal Service
Each client is unique. Our management of your assets is based upon your individual needs, goals, and preferences. As a small, independent firm, our principals constantly strive to find and maintain the best investment solutions for our clients. Although past performance does not guarantee future results, our investment process is designed to ensure your money is wisely and profitably invested. As your advisor, we’re always accessible to answer your questions and address your concerns.
Meetings and Reports
At least once a year we’ll meet with you to review your financial situation and assess your investment strategy. Of course, we’re always glad to meet with you more frequently, and want to be informed when your needs change. The investments chosen for our clients are dynamic and we manage each portfolio to best accommodate changes in both client objectives and capital markets. The performance of your portfolio – net of fees – is reported clearly and accurately on a quarterly basis.
No Conflicts of Interest
Olesky Capital Management aligns its interests with those of its clients. We operate on a fee-only basis, based on a percentage of assets under management and the performance of your portfolio. We are not paid commissions, and we don’t have to trade your account to generate income. Investment evaluations are thus independent of influences, compensations, or relationships with brokerage firms or investment bankers. We keep expenses low and concentrate on producing results.
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