Olivar & Greb Capital Management
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      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
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    • American Expat Services
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ABOUT O&G CAPITAL MANAGEMENT

We strive to deliver superior client service and steady investment performance through every market cycle. We offer a distinctive blend of professional investment and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, and trusts. 

​Our pledge is simple: to provide the same amount of comprehensive support as one would for our own family. 

THE DIFFERENCE

O&G Capital Management is a Registered Investment Advisor and as such owes a fiduciary duty to our clients. We aim to bring a higher level of standard, and raise the bar for all investment advisors. Please read more below to learn how we're pioneering the effort to bring accountability and quality to this landscape. ​
Fiduciary Duty to our Clients O&G Capital is a fiduciary to our advisory clients. This seemingly innocuous word is a big deal. Per United States law, it means that we have a fundamental obligation to act in the best interests of our clients. We owe our clients a duty of undivided loyalty and utmost good faith, and we take the steps necessary to fulfill these obligations.
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Registration as an Investment Advisor does not indicate that the adviser has attained a particular level of skill or ability. It is very important to do your own due diligence when selecting a firm to manage your wealth. We invite you to request a copy of our Code of Ethics to learn more about our stringent compliance programs.

O&G Capital Management Services Overview

Investment Management services
Strategic Portfolios
Research and trading
American Expat Services
Financial Planning Services
Retirement Planning
estate / Trust planning
Higher Education Planning
U.S. Individual & Corporate Tax Services

Talk to us directly:

Follow us: 

Boston, USA: +1.508.598.7590
client.services@olivar-greb.com
Framingham Massachusetts, 01701, United States of America
Olivar & Greb Capital Management, LLC
US Registered Advisory CRD#: 285905
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Framingham, Massachusetts, 01701, United States of America
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Check the background of this investment professional on FINRA BrokerCheck
Disclosures | Business Continuity Plan | Privacy Policy | Table of Fees for Services | Copyright 2023
  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
  • Contact Us
  • Community
    • Volunteer & Non Profit
    • The Value Investor's Library