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The Ollie Grant Difference
Market specialists who understand what others overlook. We continuously monitor current events, technological disruptions, spending patterns, and government policy to identify opportunities and mitigate risks before they impact your portfolio. Our sophisticated analysis of market-moving forces translates into personalized IRA and investment strategies built for real-world conditions. Experience wealth management that stays ahead of change.
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Our Suite of Services
Whether you're looking to roll over an existing 401(k), transfer an IRA, or establish a new self-directed account, our team delivers white-glove service paired with proprietary deal flow sourced from our extensive network across Silicon Valley, venture capital firms, and strategic corporate partners.
Highlights
Industries of Focus
We focus on companies addressing critical pain points in payments, lending, compliance, and digital banking.
Technology & Software
Curated exposure to companies across enterprise SaaS, artificial intelligence, cybersecurity, and cloud infrastructure.
Manufacturing
Investment opportunities in advanced manufacturing, robotics, and industrial automation addressing labor shortages and productivity challenges.
Healthcare
Investment opportunities in advanced manufacturing, robotics, and industrial automation addressing labor shortages and productivity challenges.
Energy
Energy transition investments spanning renewable technology, next-generation nuclear, carbon capture, grid modernization, and energy management software.
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