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ABOUT R.O.I.

ABOUT R.O.I. “Return on Investment” Ron Olson = 35+ Years R.O.I. = Since 1992 Stability. ABOUT R.O.I. (continued). “FAMILY MANAGED, OFFICE IN THE HOME” MODEL Very Attentive Comprehensive Service Experienced Experts Very Competitive Costs Electronically Linked. ABOUT R.O.I. (continued).

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ABOUT R.O.I.

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  1. ABOUT R.O.I. • “Return on Investment” • Ron Olson = 35+ Years • R.O.I. = Since 1992 • Stability

  2. ABOUT R.O.I. (continued) • “FAMILY MANAGED, OFFICE IN THE HOME” MODEL • Very Attentive • Comprehensive Service • Experienced Experts • Very Competitive Costs • Electronically Linked

  3. ABOUT R.O.I.(continued) • A Second Generation FP/IA Business • Very Rare • Same Place 20 Years – Virtually Impossible • Experienced Second Generation to – Take Care of Clients, and Clients’ Succeeding Generations

  4. ABOUT R.O.I.(continued) With BEN, RON AND GRANT YOU GET: • Bachelor Degrees in Accounting and Business • Master Degrees in Accounting and Business • A Doctorate Degree in Law • Two Certified Financial Planners, and one CPA • Call R.O.I. – Talk to Grant, Ben or Ron!

  5. ABOUT R.O.I.(continued) • Grant & Ben – Age 13 • Full-Time – Grant – 2003 Ben - 2005 • FIDELITY INVESTMENT ADVISOR NETWORK – 1992 • Most, quality no-load, no-transaction fee MFs; • Best service to small Investment Advisors • Network = Single Doorway to: • Dozens of MF Families; • 1000s of no-load, no-transaction fee MFs

  6. ABOUT R.O.I.(continued) TWO QUESTIONS: • Where has your advisor been for the previous 20 years? • Where is your advisor likely to be for the next 20 years? With R.O.I., the answer to both of these questions is the same, i.e., the same firm and the same offices. STABILITY!!!

  7. ABOUT R.O.I.(continued) • Not Only The Wealthy • Full Disclosure • Minimize Conflicts of Interest • COMPENSATION = BEST OVERALL INTEREST OF CLIENTS • Fully discloses all compensation; and, • Minimizes conflicts of interests. R.O.I.’s Pledge = “Take Care of You” for a long time Handsomely rewarded = When pledge is accomplished

  8. ABOUT R.O.I.(continued) R.O.I. ‘S TWO MAJOR SERVICES TO CLIENTS: • Comprehensive Financial Planning; and, • Active Investment Management (More detail? Click “Services” button in the left hand column.)

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