Olivar & Greb Capital Management
  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • Meet The Team
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
    • FINANCIAL PLANNING CLIENT PORTAL
  • Contact Us
  • Community
    • Volunteer & Non Profit
    • The Value Investor's Library
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O&G Logo

ABOUT US

O&G Capital Management strives to deliver superior client service and steady investment performance through every market cycle. Based in Shanghai and Boston, 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. 

​We set strict standards for our team: to provide the same amount of comprehensive support as one would for their own family. As such, O&G is one of the regulated financial advisory firms in China, and one of the first to offer no lock in periods, low costs, and institutional level services.

We strive to raise the bar for wealth management firms through utmost transparency, and fiduciary responsibility.

THE DIFFERENCE

O&G Capital Management is registered with the U.S. Securities and Exchange Commission as 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 operating in Asia. 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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SEC registration does not constitute an endorsement of the firm by the Commission nor does it 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: 

Shanghai, China: +86.135.6408.9574
Boston, USA: +1.508.598.7590
client.services@olivar-greb.com
上海市静安区陕西北路835弄28号
No. 835 North Shan Xi Road , Suite 28, Jing'An District, Shanghai 
Olivar & Greb Capital Management, LLC
US Registered Advisory CRD#: 285905
​
16192 Coastal Highway, Lewes, Delaware 19958, County of Sussex
Framingham, Massachusetts, 01701, United States of America
上海市静安区835陕西北路28号
​
Check the background of this investment professional on FINRA BrokerCheck
Disclosures | Business Continuity Plan | Privacy Policy | Relationship Summary | Copyright 2020
  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • Meet The Team
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
    • FINANCIAL PLANNING CLIENT PORTAL
  • Contact Us
  • Community
    • Volunteer & Non Profit
    • The Value Investor's Library
  • Careers