Olive Invest Debuts Principal Protected Outcomes To Boost RIA Client Portfolios

Olive Invest, a financial technology firm based in New York, has recently unveiled its Principal Protected Outcomes (PPOs) service. This new offering is set to enhance the growth of fee-only registered investment advisors (RIAs) by providing them with a novel tool for client portfolio improvement. The PPOs combine the protective aspects of structured notes and indexed annuities with added benefits such as increased flexibility, transparency, and ease of use, all at a reduced cost. This service allows clients to directly own underlying fixed income and listed options without involving intermediaries like banks and insurers, simplifying the traditionally complex and manual operations associated with options.

Ben Fulton, a member of Olive’s advisory board and key figure in expanding Invesco’s ETF business, praised the potential of PPOs to enhance RIA offerings. He noted that Olive's PPOs surpass traditional structured notes and indexed annuities by eliminating common drawbacks such as opacity, high fees, and complexity. Chai Phrompechrut, CFA, CEO and Co-Founder of Olive, emphasized the platform's user-friendly design. He stated that the PPOs are designed to be intuitive, automating complex aspects of financial instruments to allow advisors to concentrate on adding value for their clients.

For fee-only RIAs, Olive Invest's PPOs present an opportunity to significantly expand their business. By incorporating PPOs into their services, RIAs can offer a compelling alternative to traditional structured products, combining the benefits of lower fees, increased transparency, and alignment with a fiduciary model that prioritizes client interests. Olive Invest is committed to driving innovation in wealth management by providing RIAs with tools that enable them to achieve desired client outcomes. The launch of PPOs reflects Olive's dedication to technological advancement and its mission to improve the financial well-being of investors through accessible, institutional-grade investment solutions.

About Olive Invest: Headquartered in New York, Olive is a pioneering financial technology company founded by a team of senior investment and technology professionals with over 100 years of combined experience across various financial sectors. The company specializes in innovative technology that simplifies and automates processes typically handled by large teams of analysts for structuring and managing derivative strategies. Olive is devoted to enhancing the financial outcomes of everyday investors through innovation, supporting the RIA community with solutions that uphold their fiduciary duty to clients.

For more information on Olive Invest and its services, visit www.oliveinvest.com.