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
  • Careers

Research and Trading Services

O&G PRIVATE CLIENT SERVICE

We have found a strong need for low cost, high quality trading services. From the family office to the high net worth individual, a 24/7 designated trading team is a need our team fits well.
​
Often times a client will have an idea of what they would like to do, but would like an in depth look at the stock or sector before they trade. The O&G analyst team can take clients through the entire process of research to execution, or fill in the gaps to optimize client's investment decisions.
Research and trade

​Who this is for:

​Accredited Investors, High Net Worth Individuals, and Family Offices who require a designated professional trading team to help them develop and enact trades of all complexity.

 What comes with your account:

  • ​A trading and research team with the SEC Series 65 and Series 3 Trading Qualifications
  • Stock, options, futures, and FOREX trades across over 100 exchanges and 22 currencies
  • Trade & Research Support across all time zones

Additional Benefits

Designated Client Services Manager to perform the following duties:
  • Tax Forms, Funding Instructions, Trade Reporting, Account Configuration, Administration

Access to all proprietary research and monthly Client Note
Invitations to all O&G sponsored Alternative Investment Seminars and Macro Economic Events

Account Trading Abilities

Investment Vehicles

  • Stocks
  • Options
  • Futures
  • FOREX (22 Trading Currencies & Direct Access to Interbank Quotes)
  • Exchange Traded Funds
  • Mutual Funds
  • Structure Products

Trading Exchanges

  • United States
  • China A Shares
  • Hong Kong
  • European Union
  • Australia
  • 100 more exchanges around the world 

Advanced Derivative Strategies:

  • ​Put/Call Spreads
  • Condors
  • Butterflies
  • Straddles
  • Strangles
  • Hedging of physical positions or currency

Scopes of Research Provided

O&G Capital has extensively researched the following sectors for individualized research, and more:
  • Oil & Gas Industry
  • Financials
  • Technology
  • Consumer Goods
  • Transportation
  • Industrials
  • Healthcare​ & Biotech

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