Other Services

In addition to Comprehensive Wealth Management, Oliver Capital Management also provides the following services.

  • Comprehensive and detailed record keeping reported in monthly or quarterly statements
  • Employee Stock Option Services including exercising and diversification thereof when appropriate
  • Corporate Retirement Plan Administration (401(k), Pension, Money Purchase and Profit Sharing Plans)
  • Easy settlement of security transactions

Benefits of Investment Management with OCM include:

  • Online Account Access (including Account History and Cost Basis information)
  • Convenience of Checking and Debit Card
  • Direct deposit of paychecks and wire transfer services
  • Online Bill payment services