Retirement Planning

An Account for Your Investing and Trading Needs

1. Long Term Planning and Retirement Accounts

Individual Accounts Our most common taxable account type used by a single investor

Joint Accounts Ideal account to manage assets between you and your spouse

2.Tax Efficient Retirement Accounts (US Citizens Only)

ROTH IRAs Contribute after-tax earnings and grow your investments tax-free

Traditional IRAs Non taxable on earnings until you withdraw funds

SEP IRAs Retirement accounts for small business owners and their employees

Rollover IRAs and 401(k) Merge your old retirement accounts into a single IRA

The Benefits

Low Minimums

24/7 Online Access

We believe that quality investments should be open to everyone. Investment accounts can be opened with account balances of $250,000 USD. We also work with clients who may not yet have reached this level, but are saving towards that number.

Gain access to your investments online, 24 hours a day, 7 days a week. Your online account will allow you to view live valuations, make online trades, receive news, and analysis. You can even monitor your investments on the go through an app accesible through your mobile phone or tablet.

Complete Flexibility

Extensive Investments

We understand that unexpected events in life happen; from buying a new house to expensive health care bills. Our clients have 100% access to their investments from day one. No lock in periods. No entrance fees. No exit penalties.

Direct market access to stocks, bonds, and options from over 100 market centers in 24 countries. Gone are the days of expensive front end load mutual funds. Contact us for a full list of available investments.

Advanced Benefits

O&G clientele also enjoy a range of benefits that many advisors do not have access to. These include stock yield enhancements, limit/stop orders, market making/taking rebates, and tax loss harvesting. Please contact us to learn more.

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Working with Olivar & Greb Capital Management
Life is unpredictable and becoming ever more complex. Your family, work, health, and home needs are continuously changing as well. You deserve solutions that are specific to your unique goals, not a one size fits all approach.

An advisor can help. We meet with you regularly and take the time to understand your specific needs. We put our decades of experience to work to help you sort through the financial complexities of life, and offer sound financial insight.

What you can expect from us
Complete Transparency

Explanation of all risks associated with each investment or strategy
Frequent portfolio reviews, making sure your short and long term goals are aligned

Advice customized for you with a disciplined wealth management process:

Evaluations of your financial situation and help prioritizing what you hope to achieve
A clearly defined investment process
Regular monitoring of your progress and offering adjustments as your needs change
Tools and expertise that embody the best thinking of the firm

Get in touch
Call, Chat, Email 24/7 or visit our office

Call Us: +86.1832.1444.514
Email: info@olivar-greb.com

See the Full Comparison:

	Olivar & Greb Capital Management, LLC	Competition
Fund Selection	Thousands of Stocks, Bonds, Mutual Funds, and Options, from over 100 markets in 24 countries, on a single platform.	Approx. 200 fee intensive mutual funds in regular savings plans. In lump sum plans, approx. 1000 investment funds.
Minimum Investment Period	None.	Lock in period from 5 years to over 25. Customers CAN end their investment early, yet will incur fees equivalent to what would have been charged over the initial agreed upon period. This causes early cancellations to cause 20-50% in losses.
Location of your Assets	All of our customer funds are held at Citibank in New York, under their personal name in their own brokerage account	Offshore entities such as the Seychelles, Isle of Man, BVI, etc.
Customer Support	24 hours a day, 7 days a week The market never sleeps, and neither do we. Trading both China and US market hours daily, we ensure customer support in all time zones.	---

About Olivar & Greb Capital Management, LLC
O&G Capital Management is a SEC Registered Investment Advisor providing investment management services to individuals and institutions around the world. It lays claim to a rich heritage of investment family wealth, and relies on decades of experience in the field.

Learn how our investment management capabilities can help you achieve your goals by speaking with one of our professionals today.

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.

Retirement and Long-Term Planning Solutions

1. Long Term Planning and Retirement Accounts

2.Tax Efficient Retirement Accounts (US Citizens Only)

The Benefits

Low Minimums

24/7 Online Access

Complete Flexibility

Extensive Investments

Advanced Benefits

See the Full Comparison:

Talk to us directly:

Follow us:

Retirement and Long-Term Planning Solutions

​1. Long Term Planning and Retirement Accounts

​​2.Tax Efficient Retirement Accounts (US Citizens Only)

The Benefits

Low Minimums

24/7 Online Access

Complete Flexibility

Extensive Investments

Advanced Benefits

See the Full Comparison:

Talk to us directly:​

Follow us:

1. Long Term Planning and Retirement Accounts

2.Tax Efficient Retirement Accounts (US Citizens Only)

Talk to us directly: