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Cima® Gregg Olson
Managing Member, Partner at Resolve Capital Management, LLC
Professional Background
Gregg Olson, a distinguished Managing Member Partner at Resolve Capital Management LLC in Sioux Falls, South Dakota, has carved out a notable career in the financial services industry. With a rich background that spans over 24 years, Olson has dedicated the past 16 years to providing comprehensive fee-based, discretionary investment consulting and advisory services. His clients range widely, including individuals, high-net-worth families, and corporate retirement plans, all of whom benefit from his significant expertise and commitment to helping them achieve their investment goals and objectives.
As an Investment Advisor Representative, Gregg Olson collaborates closely with clients to develop tailored investment strategies that consider each client's unique risk tolerances. His approach focuses on fostering long-term relationships built on trust, transparency, and a keen understanding of market dynamics, which helps ensure that his clients can navigate the complexities of investment management with confidence.
Education and Achievements
In terms of professional qualifications, Gregg Olson holds the highly prestigious Certified Investment Management Analyst (CIMA) designation, which he achieved in 2002 through the Investment Management Consultants Association (IMCA) in partnership with the esteemed Wharton School of Business at the University of Pennsylvania. This certification is a testament to his commitment to a high standard of professionalism and his deep understanding of investment management principles.
A recognized authority in the field of Exchange Traded Fund (ETF) portfolio management, Olson has specialized in this area since 2002. He has been a pioneer in developing low-cost, index-based investment portfolios, which have become increasingly popular for individuals and retirement plans alike. His strategic insights and forward-thinking approach position him at the forefront of ETF investment strategies, making him a sought-after expert in this area.
In addition to his practical work, Gregg is an active member of the Investment Management Consultants Association, where he engages with other professionals to enhance industry standards and practices. Furthermore, he is a charter member of the Society of Fiduciary Advisors, a recognition that underscores his commitment to ethical and responsible investment advising.
Community Involvement and Educational Contributions
Gregg Olson passionately supports education and financial literacy initiatives in his community. He has shared his extensive knowledge and expertise through lectures on investment management consulting best practices, further contributing to the professional growth of others in the financial services sector. His involvement with the Evelyn Brust Financial Research & Education Foundation reflects his dedication to educating the public about financial security, empowering individuals with the knowledge necessary to make informed investment decisions.
His unique blend of professional qualifications, dedication to client success, and commitment to community education distinguishes Gregg Olson as a formidable presence in the realm of finance, particularly in investment consulting and advisory services. Those seeking insightful financial guidance would find in Gregg Olson a source of invaluable knowledge and unwavering support, making him a notable figure in investment advisory.
Achievements
- Over 24 years of experience in the financial services industry.
- 16 years of specific focus on fee-based, discretionary investment consulting and advisory services.
- Certified Investment Management Analyst (CIMA) since 2002.
- Specialization in Exchange Traded Fund (ETF) portfolio management since 2002.
- Pioneer in developing low-cost, index-based investment portfolios for individuals and retirement plans.
- Active member of the Investment Management Consultants Association.
- Charter member of the Society of Fiduciary Advisors.
- Contributor to the Evelyn Brust Financial Research & Education Foundation, promoting financial literacy.
