Olson Investment Advisors

Olson Investment Advisors

Peter Cline established Olson Investment Advisors in 1978 in Bellevue, Washington. The firm operates as a registered investment advisor serving individuals, high-net-worth families and trusts with financial planning, retirement planning and portfolio management. The practice adopted the trade name Auxano, derived from a Greek word meaning 'to bring growth or increase,' to frame its advisory philosophy around the concept of stewardship. Auxano positions wealth management as a function of principled stewardship, advising clients on investment accounts, cash-flow planning and intergenerational wealth transfer. The firm does not publicly disclose an explicit asset-allocation model, preferred investment stages, or specific co-investment structures. Auxano’s listed strategic partner, Jon Pinkston of Blue Kayak Partners, LLC, serves as CIO, suggesting a sourced or sub-advised relationship for investment selection rather than an in-house chief investment officer. The team page names client advisors and support staff but does not detail product mandates, third-party manager rosters, or portfolio-construction methodology. A 15-person team operates from Suite 1950 at 10900 NE 4th Street in Bellevue, with roles spanning client advisory, operations and client service. No additional offices are indicated, and the firm does not mention any philanthropic foundation, real-asset arm, operating company, or peer-membership network tied to the practice. No dated operational event from the last 24 months is verifiable from the available sources. Auxano's structural shape is a proprietor-led wealth-management practice that leans on a separate entity for investment oversight — Jon Pinkston at Blue Kayak Partners serves as a named CIO without appearing on the Auxano payroll. This architecture separates client-relationship management from asset-management decisions, making the firm's value proposition dependent on the durability of the external CIO relationship and the referral networks that sustain its high-net-worth client base.