OCM News and Updates

May 26, 2011 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) First Quarter 2011 performance results, including the model Strategically Engineered Portfolio Program (SEPP) Performance Report. The model Strategically Engineered Portfolio Program (SEPP) posted a 5.17% return during the first quarter of 2011, outperforming the MSCI All Country World Index which returned 4.4% during the quarter.

January 24, 2011 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Fourth Quarter 2010 performance results, including the model Strategically Engineered Portfolio Program (SEPP) Performance Report. The model Strategically Engineered Portfolio Program (SEPP) gained nearly 15% in 2010, which compares favorably to the 10.6% return of the average global asset allocation fund, the most comparable benchmark.

October 19, 2010 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Third Quarter 2010 performance results, including the model Strategically Engineered Portfolio Program (SEPP) Performance Report. During the third quarter, the model Strategically Engineered Portfolio Program (SEPP) posted a very nice +12.79% return! The model SEPP’s trailing 1 year total return is 11.73%, outperforming the S & P 500 by nearly 2% over the same time period.

July 16, 2010 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Second Quarter 2010 performance results, including the model Strategically Engineered Portfolio Program (SEPP) Performance Report. The model SEPP's trailing 12- month (1 year) total return is still a solid +15.90%, outperforming the S & P 500 over the same time period.

May 6, 2010 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) First Quarter 2010 performance results, including the model Strategically Engineered Portfolio Program (SEPP) Performance Report. Q1-2010 marked the fourth consecutive quarter of positive returns for the model Strategically Engineered Portfolio Program (SEPP), rising over 3% during the first quarter of 2010. This nice little streak of four consecutive quarters translates into a trailing 12 month (1 year) total return of 52.28% for the model SEPP.

March 28, 2010 - Oliver Capital Management joyously announces the birth of Brooks Daniel Oliver, the second son of the founder, Mark K. Oliver. Brooks was born on Sunday at 3:40 in the morning, weighted 9 pounds, seven ounces, and is very healthy. The Oliver family sincerely appreciates the many congratulatory cards and gifts received from all.

January 21, 2010 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) 2009 Year End - 2010 Year Ahead Report, including the model Strategically Engineered Portfolio Program (SEPP) Performance Report. The model Strategically Engineered Portfolio Program (SEPP) gained nearly 32% in 2009. The SEPP significantly outperformed the two most widely followed US Equity Indexes, the Dow Jones Industrial Average and the S & P 500, which gained 22% and 26%, respectively.

October 21, 2009 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Third Quarter 2009 performance results. The model SEPP was up nearly 17% during the third quarter of 2009, outperforming the average of the major US Stock markets for the same period. The model SEPP is up 24.95% year-to-date (YTD), as compared to the average return of the four major market indexes of 20.50%.

July 23, 2009 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Second Quarter 2009 performance results. The model SEPP was up 19.68% for the second quarter of 2009, handily outperforming the average of the four major market indexes by over 3%. Furthermore, our model Strategically Engineered Portfolio Program (SEPP) is up 6.92% year-to-date (YTD), as compared to the average return of the four major market indexes of 2.82%.

January 5, 2009 - Oliver Capital Management is pleased to announce that Oliver M. Nicolas has joined the firm as Senior Investment Advisor. Mr. Nicolas further extends Oliver Capital Management's ability to utilize the Strategically Engineered Portfolio Program (SEPP) as the foundation of Comprehensive Wealth Management. He continues to enrich the lives of clients by providing sound financial advice, integrity and a commitment to service beyond expectation.

December 3, 2008 - Oliver Capital Management is pleased to announce that Bridgett Herzog has joined the firm in the capacity of Operations Manager - Client Associate. In her role, Ms. Herzog will ensure that Private Clients of Oliver Capital Management continue to receive an unprecedented level of world-class service, and will also support Oliver Capital Management's internal operations. Her outside interests include bicycling, coaching and training, and she recently completed the "Big Ride Across America" from Seattle, WA to Washington D.C. (see picture at right.) Please join us in welcoming Ms. Herzog.

October 17, 2008 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Third Quarter 2008 performance results. The model SEPP's Q3-08 return was -3.13% as compared to the major market average return of -7.40% (consisting of the average of the S & P 500, the Dow Jones Industrial Average, NASDAQ, and the Russell 3000). Year to date, the model Strategically Engineered Portfolio Program (SEPP) has also outperformed the average of these four major stock market indexes. As of the end of the third quarter, the model SEPP's year to date return was -14.69%, while the average of the aforementioned four major market indexes is down 18.98%.

July 22, 2008 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Second Quarter 2008 performance results. The model SEPP's unique ability to preserve capital and outperform in downward trending markets continued during the second quarter of 2008, outperforming the average of the four major market indexes (consisting of the S&P 500, the Dow Jones Industrial Average, NASDAQ, and the Russell 3000). As of the end of the second quarter, the model SEPP is off 11.50% year-to-date, while the overall market is down 12.48%. During Q2-2008, the model SEPP dropped 3.89%, while the major market index average lost 2.67%.

April 17, 2008 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) First Quarter 2008 performance results. The model SEPP's unique ability to preserve capital and outperform in downward trending markets played out as expected during the first quarter of 2008, outperforming the average of the four major market indexes in a tumultuous environment. The model SEPP's Return for Q1-2008 was -8.03% for the quarter vs. -10.01% for the major market index average (consisting of the S & P 500, the Dow Jones Industrial Average, NASDAQ, and the Russell 3000).

March 15, 2008 - Oliver Capital Management, Inc. / Mark K. Oliver was the recent recipient of the FIVE STAR: Best in Client Satisfaction Wealth Manager Award. This award is limited to less than 7% of all professionals within the Seattle area. As an independent third party, Crescendo presents the FIVE STAR award to assist consumers in selecting a wealth manager who provides exceptional client satisfaction, indicated by other consumers.

January 28, 2008 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) 2007 Year End performance results. The Model SEPP performed in-line with the average of the four major market indexes during Q4-2007 returning -3.13% for the quarter vs. -3.09% for the major market index average, and gained +3.48% for the year, compared to +7.11% for the four major market index average.

October 22, 2007 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Third Quarter 2007 performance results. The SEPP quarterly return was -0.30% during the Third Quarter of 2007 (Q2 - 2007), as compared the return of the S&P 500 +2.03%, the Dow Jones Industrial Average +4.12%, the NASDAQ Composite +3.70%, and the Russell 3000 +1.48%, with significantly less risk than nearly all asset classes and sectors of the market. From January 1, 2000 through September 30, 2007, the model SEPP's Compound Annual Growth Rate handily out performed the average of the four major market indexes (i.e., Model SEPP +9.67% vs. +1.75% for the major benchmark average return for that time period).

July 24, 2007 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Second Quarter 2007 performance results. The SEPP gained +4.17% during the Second Quarter of 2007 (Q2 - 2007), as compared the return of the S&P 500 +6.27%, the Dow Jones Industrial Average +8.29%, the NASDAQ Composite +7.50%, and the Russell 3000 +5.77%, with significantly less risk than nearly all asset classes and sectors of the market.

April 17, 2007 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) First Quarter 2007 performance results. The SEPP gained +2.81% during the First Quarter of 2007 (Q1 - 2007), as compared the return of the S&P 500 +0.61%, the Dow Jones Industrial Average -0.40%, the NASDAQ Composite +0.19%, and the Russell 3000 +1.21%, with significantly less risk than nearly all asset classes and sectors of the market.

January 23, 2007 - Oliver Capital Management performs its annual re-balancing of client portfolios participating in its proprietary Strategically Engineered Portfolio Program (SEPP), bringing the six (6) Core Portfolios of the program back to their original percentage weightings and adding 10% of client assets to the worst performing sector portfolio of 2006, which was the Healthcare Sector.  The Strategically Engineered Portfolio Program (SEPP) total return for 2006 was 16.72% (vs. the S & P 500 +15.68%, the Dow Jones Industrial Average +16.29%, the NASDAQ Composite +10.28% and the Russell 3000 +15.71%) with significantly less risk than nearly all asset classes and sectors of the market. Download Year End Performance Report.

October 22, 2006 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Third Quarter 2006 performance results. The SEPP year to date gross total return as of September 30, 2006 was +8.90% (vs. the S&P 500 +7.25% and the Dow Jones Industrial Average +10.65%) with significantly less risk than nearly all asset classes and sectors of the market.

July 22, 2006 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Second Quarter 2006 performance results. The SEPP year to date gross total return as of June 30, 2006 was +6.03% (vs. the S&P 500 +2.71% and the Dow Jones Industrial Average +5.22%) with significantly less risk than nearly all asset classes and sectors of the market.

April 17, 2006 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) First Quarter 2006 performance results. The SEPP total return for the first quarter of 2006 was +7.50% (vs. the S&P 500 +4.21% and the Dow Jones Industrial Average +4.25%) with significantly less risk than nearly all asset classes and sectors of the market.

January 29, 2006 - Oliver Capital Management performs its annual re-balancing of client portfolios participating in its proprietary Strategically Engineered Portfolio Program (SEPP), bringing the six (6) Core Portfolios of the program back to their original percentage weightings and adding 10% of client assets to the worst performing sector portfolio of 2005, which was the Telecommunications Sector.  The Strategically Engineered Portfolio Program (SEPP) total return for 2005 was +7.23% (vs. the S&P 500 +4.89%, Dow Jones Industrial Average +1.72% and the NASDAQ Composite +1.37%) with significantly less risk than nearly all asset classes and sectors of the market. Download Year End Performance Report.

October 21, 2005 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Third Quarter 2005 performance results. The SEPP total return for the third quarter of 2005 was +4.32% (vs. the S&P 500 +3.60% and the Dow Jones Industrial Average +3.44%) with significantly less risk than nearly all asset classes and sectors of the market.

July 15, 2005 - Oliver Capital Management releases the Strategically Engineered Portfolio Program (SEPP) Second Quarter 2005 performance results. The SEPP total return for the second quarter of 2005 was +2.94% (vs. the S&P 500 +1.37% and the Dow Jones Industrial Average -1.63%) with significantly less risk than nearly all asset classes and sectors of the market.

April 14, 2005 - Oliver Capital Management joyously announces the birth of Drew Kenneth Oliver, the son of the founder, Mark K. Oliver. Drew was born on Thursday just after 10:00 in the morning, weighted just over 8 pounds, and is very healthy. The Oliver family sincerely appreciates the many congratulatory cards and gifts received from all.

March 18, 2005 - Oliver Capital Management features it Olympic Caliber Investment Strategy Seminar series in the Puget Sound Business Journal. These seminars will introduce the Strategically Engineered Portfolio Program (SEPP) and Oliver Capital Management, Inc's Comprehensive Wealth Management (CWM) services, the next generation of managing and investing client assets. CWM addresses retirement and education planning, appropriate asset allocation models, tax mitigation strategies, estate planning techniques and adequate life and disability insurance coverages. The Strategically Engineered Portfolio Program (SEPP) total return for 2004 was +16.87% (vs. the S&P 500 +10.87%, Dow Jones Industrial Average +5.31% and the NASDAQ Composite +9.81%) with significantly less risk than nearly all asset classes and sectors of the market.

January 18, 2005 - Oliver Capital Management performs its annual re-balancing of client portfolios participating in its proprietary Strategically Engineered Portfolio Program (SEPP), bringing the six (6) Core Portfolios of the program back to their original percentage weightings and adding 10% of client assets to the worst performing sector portfolio of 2004, which was, in fact, the Technology Sector.  The Strategically Engineered Portfolio Program (SEPP) total return for 2004 was +16.87% (vs. the S&P 500 +10.87%, Dow Jones Industrial Average +5.31% and the NASDAQ Composite +9.81%) with significantly less risk than nearly all asset classes and sectors of the market.

January 1, 2005 - Oliver Capital Management welcomes Marcus P. Dewan to Oliver Capital Management, Inc. Marcus has enjoyed a highly successful professional background, and will be responsible for client and advisor support, operational and non-advisory activities at Oliver Capital Management.

March 15th, 2004 - Oliver Capital Management proudly welcomes Sean L. Conroy to our team of professionals. Mr. Conroy brings a wealth of experience and knowledge as he has worked at a number of highly regarded Wall Street firms throughout his career, including Salomon Smith Barney. Mr. Conroy will serve as our Director of Private Client Services, ensuring that all Private Clients of Oliver Capital Management receive an unequaled experience and top notch service on all levels from day one. Mr. Conroy is extremely capable and highly qualified for this important position. He currently holds his NASD Series 7, 9, 10, 63 and 65 licenses and will have his Certified Financial Planner (CFP) designation in July of 2004. Please join us in welcoming Mr. Conroy!

January 28, 2004 - Oliver Capital Management performs its annual re-balancing of client portfolios participating in its proprietary Strategically Engineered Portfolio Program (SEPP) , bringing the six (6) Core Portfolios of the program back to their original percentage weightings and adding 10% of client assets to the worst performing sector portfolio of 2003, which was, in fact, the Telecommunications Sector.  The Strategically Engineered Portfolio Program (SEPP) return for 2003 was +33.01% with significantly less risk than nearly all asset classes and sectors of the market.

November 20th, 2003 - Oliver Capital Management hires Jason Rubenstein as an Intern assisting in New Business Development, OCM on-line document formatting and data entry.  Mr. Rubenstein is currently a Junior at the University of Washington in Seattle where he is majoring in Business Administration.  He has also served internship positions with both Merrill Lynch and the Metlife Financial Planning Group.  We look forward to the contributions from this focused and talented up-and-comer.  Welcome aboard, Jason!

October 29, 2003 - Phase II rollout of the official Oliver Capital Management website with enhanced features, functionality and information.

October 27, 2003 - Oliver Capital Management welcomes Mr. Ishan Manaktala to our team. He holds a Master of Science in Global Finance from the MacCallum Graduate School of Business at Bentley College, in Boston, Massachusetts. He most recently worked in the Quantitative Research Department of the Frank Russell Company and has worked as an associate at Salomon Smith Barney where he created risk profiles to facilitate asset allocation and model 401(k) portfolios. Mr. Manaktala will initially be performing due diligence on all of the Private Institutional Money Managers (PIMM) we have available on our PIMM platform to ensure that we bring the "Best of Class" manager to our clients for any given asset class (i.e. Large Cap Growth, Mid Cap Value, Small Cap Core, International, Fixed Income, etc.). Additionally, Mr. Manaktala will oversee construction of portfolios consisting of well matched Private Institutional Money Managers (PIMM) using Modern Portfolio Theory, placing clients as optimally as possible on the Efficient Frontier.

October 1, 2003 - Oliver Capital Management hires Mr. Joseph J. DiDomenico from Salomon Smith Barney as a Senior Wealth Advisor. Welcome, Mr. DiDomenico and his clients!