Our Process

WEALTH MANAGERS OFFERING SUPERIOR SERVICE

We maintain strong, long-term relationships with our clients, organizing all types of investments, transferring assets, and managing family debts. We make our expertise accessible 24/7 to ensure our clients always have us available to guide them when making a financial decision. A family legacy takes professional navigation that transcends shortsighted market predictions, which can result in monetary losses and other issues in the long run. Our top priority is to provide the right decision first that benefits our clients’ wealth management overall. The work we do for our clients is extensive but helps us eliminate mistakes and narrows financial choices to the best options

Discover

With every new relationship comes a set of unique financial circumstances. Through an open informal discussion, we uncover what is important to you and your family, where you are now, and where you’d like to be in the future.

Plan

For each family we draft our plan from the ground up. We consider all aspects of your financial picture including your estate plan, tax circumstances, and current investments. With all of these in mind, we develop a plan customized to your unique situation. Our execution, delivery, and ground up approach is what sets Olistico apart from other firms.

Agree

Olistico Wealth is built upon integrity and trust because your best interests are our greatest motivators. Like a great personal trainer that tailors a program specifically to where you are, how you’ve trained over time, and your current circumstances, we will help you achieve your goals, respectfully challenge you, and manage the emotions that come with the planning process.

Implement

Our individually tailored solutions are designed to allow you to make more informed and effective decisions. This approach gives you the opportunity to feel relieved, selfassured, and confident about your wealth.

Review

We take great joy in helping clients attain the lifestyle they’re striving for, maintain that lifestyle for the rest of their life, and retain that lifestyle for generations to come.

Brokerage Custody

Securities Investor Protection Corporation (SIPC) Coverage

Olistico has retained Pershing as our custodian bank. Pershing is the largest custodian in the United States and is a member of SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org. *SIPC protection is only available if the brokerage firm fails and SIPC steps in.

Bank Custody

Federal Deposit Insurance Corporation (FDIC) Protection

BNY Mellon, N.A. clients holding bank cash deposits which include a sweep account for bank custody productsreceive separate protection.

The FDIC standard maximum insurance amount is $250,000 per depositor, per insured bank, in each account ownership category. The FDIC rules are very specific. For complete explanation of the FDIC’s regulations, we
encourage our clients to visit www.fdic.gov.

*Deposits held in different ownership categories are separately insured, up to at least $250,000, even if held at the same bank.

Our Fiduciary Standard

As a Registered Investment Advisor (RIA).

Olistico has both a legal and moral obligation to act in the best interests of our clients. This standard calls for us to put those best interests ahead of our own. In our view, an investment adviser’s obligation to act in the best interest of its client is an overarching principle that encompasses both the duty of care and the duty of loyalty.

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