Olson Economics, LLC

James L. Olson, as President and Chief Investment Officer, directs investment decisions at Olson Economics. He founded the firm in 1999 and oversees client portfolio construction. No other investment professionals are publicly named.

Olson Economics likely relies on traditional research channels including market data, third-party analysis, and direct company reports. As an independent RIA, it does not have an in-house research lab or proprietary deal flow. The firm builds portfolios using publicly traded securities.

Olson Economics is a SEC-registered investment adviser that serves multiple clients, including individuals and institutions. It is not a family office in the traditional sense of serving a single wealthy family. The firm operates as a standard RIA with a fiduciary duty to its clients.

Olson Economics invests in publicly traded securities, mutual funds, and exchange-traded funds, not direct private deals or fund commitments typical of private equity. The firm focuses on liquid asset classes accessible through brokerage accounts.

Olson Economics does not target specific stages like venture capital or growth equity. Its portfolios are built for long-term wealth preservation and growth across market cycles, using broadly diversified asset classes.

No publicly available information identifies sectors that Olson Economics explicitly avoids. Its approach is likely based on client-specific preferences and risk tolerance rather than sector-level exclusions.

Olson Economics manages assets for individual and institutional clients. The wealth origin for its client base is not disclosed. The firm itself was founded by James L. Olson, an investment advisor with prior experience.