A Boutique Investment Firm
With An Unwavering Focus on Long-term Fundamentals
Our Firm at a Glance
"The essence of investment management is the management of risks, not the management of returns. Investing is most intelligent when it is most businesslike."
Ben Graham,
The Intelligent Investor
Services
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Third-Party Asset Management & Consulting for Financial Advisors & Family Offices
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Foundation & Endowment Advisory Services
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Advisory Services for High Net Worth Individuals
Team
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CFA Charter Holder
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Decades of Experience
Meet the Team
Our team's skillset combines the best of traditional fundamental analysis and cutting edge data analytics.
Chief Executive Officer
Jon Dudzinski, CFA
A seasoned expert in bottom-up fundamental equity analysis, with experience as both an Analyst and Portfolio Manager. Lead author of Ben Graham’s NCAV (Net Current Asset Value) Technique in the 21st Century. A skilled communicator and presenter with a genuine passion for the investment industry, dedicating over 1,000 hours annually to continued education. Previously, he served as a voting member of an investment committee responsible for overseeing more than $10 billion in AUM.
What We Do
Client facing financial advisors are experts at networking, building relationships, and developing financial plans. The Olympia Group, LLC operates as the behind the scenes investment experts focused on optimizing the trade off between risk and returns. This allows advisors to focus on their strengths. Our services for advisors can take many forms including:
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Managing Proprietary Stock Strategies
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Individual Security Analysis & Monitoring
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Fundamentals-driven Portfolio Construction
In addition, for clients meeting certain requirements, we offer direct services.