Investment Advisory Committee
Koss Olinger’s Investment Advisory Committee (IAC), comprised of our financial advisors and professional staff, monitors investment positions on a daily and weekly basis. The IAC examines market conditions, emerging trends and any other variables that may impact a client’s portfolio. Based on in-depth market analysis and the committee’s vast experience, the IAC proactively makes adjustments to holdings and portfolios to minimize risk and protect each client’s investments.
Following a mix of passive and active investment strategies, combined with manager research and due diligence, the IAC seeks upside opportunities for wealth accumulation with a concern for downside risks in line with each client’s strategic asset allocation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.