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