I founded Olcott Square Investment Partners, LLC (“OSIP”) in 2018 with the belief that proper investing requires uncompromised focus, complete alignment, total independence, and full accountability.
We are focused. We perform fee-based investment management and asset allocation services for our client. We are not distracted by ancillary activities such as selling insurance.
We are aligned. The majority of our principal’s investable assets are invested in the same holdings alongside our clients. We view clients as partners in this respect and hope you view us the same.
We are independent. We have no influencing affiliations with any large financial institutions, no outside ownership interests to please, no quotas to hit, and no commission-based products to sell.
We are accountable. We do not outsource accountability. You will never hear us blame performance on an external investment manager or on a mutual fund, because we do not use them. All investment decisions are generated internally. At the end of the day, we have to look our clients – in many cases friends and family – in the eyes and justify the veracity of a decision.
If you share a long-term perspective and have the financial and emotional ability to own a concentrated portfolio, we would welcome a discussion. Please feel free to reach out and learn more.
- Brian J. Glenn, CFA
What we do differently
We believe our approach has several attributes that distinguish from others.
All decisions are generated in-house. We do not outsource our decision-making. We do not point the finger at outside managers because we do not use them. Mutual funds bring in added costs, outsource accountability, and obfuscate the knowledge that we seek to have of our client portfolios. Accordingly, we do not use them.
We operate as fiduciaries, meaning we put client interests first, above that of our firm and ourselves. The firm's principal also invests a substantial portion of his own assets in the same holdings alongside clients. We feel both the ups and the downs of our decisions, and do better when our clients do better.
We do not have any ancillary revenue streams. We do not sell any commission-based products or mutual funds that compensate us, nor do we sell other financial products such as insurance or mortgages.
Our firm is independently owned and operated. We have no financial affiliations with any larger financial institutions. We are not beholden to senior managers residing in distant corporate offices or faceless shareholders.
Fees charged by our firm are known ahead of time and can be calculated with basic math on the back of a napkin.
Brian J. Glenn, CFA
Brian Glenn is the founder and president of Olcott Square Investment Partners, LLC.
Prior to founding the firm, Brian worked for ten years as a research analyst at an institutional investment management firm where he led investment decisions in public equities, high-yield debt, and leveraged loans. He also worked on two of the firm’s private equity funds, performing capital budgeting and valuation analysis for certain portfolio companies, and serving in officer and director roles within those companies.
Brian earned an MBA from Massachusetts Institute of Technology’s Sloan School of Management in 2008 and a Bachelor of Science from The College of New Jersey in 2002.
At MIT, he was elected Co-President of the Investment Management Club, served as a lead organizer of MIT Sloan’s 2007 Investment Management Conference titled “Investing at a Market Peak”, and helped plan the school’s 2008 Buffett Trek that provided the opportunity for 60 students to spend a day and share dinner with Warren Buffett in Omaha. He was a member of the Men’s Varsity Swim Team at TCNJ and earned NCAA All-American recognition. He authored “The Mechanics Behind Investment Funds: Why Closed-end Funds Provide Superior Returns” while at TCNJ, ultimately published in 2004 in the Journal of Managerial Finance.
Brian worked for BlackRock (formerly Merrill Lynch Investment Managers) from 2004 through 2006 and at a venture capital funded technology firm from 2002 through 2004.
Brian holds the Chartered Financial Analyst designation and is a member of the CFA Society New York. He currently volunteers as the Treasurer for Somerset Hills Little League and serves on the board of Somerset Hills YMCA Adventure Guides program.
Brian resides in Bernardsville, New Jersey with his wife and three children.
Please feel free to reach out if you'd like to have a conversation to learn more.