ORGANIZATION STRUCTURE :

R.O.I. is an acronym for "Return On Investment".

Ron Olson began his financial services career over 30 years ago. During all of this time, his main office has been in his home, in Utah, where family members (see picture below) have managed R.O.I. For over 25 years, his office has been in the same place, in Lindon, Utah – this has also served as R.O.I.’s main office. Clients move (but R.O.I. still serves them), laws change, economies roll, but R.O.I. is stable, and its clients always know where to find R.O.I.  This stability and accessibility is not only an exceptional characteristic that clients love, but the "family managed office in the home " model allows R.O.I. to provide very attentive, comprehensive service by experienced experts (see Qualifications, below) at very competitive costs (see Fee Structure ).

R.O.I. began providing Comprehensive Financial Planning and Active Investment Advisory services in 1992 when it succeeded Financial Analysis, Inc., which provided these services since 1990. As of December, 2007, R.O.I. had about 169 clients (most are in Utah) and about $55 Million under management. R.O.I. has been registered with the State of Utah as an invetment advisor since 1992 and with the Securities Exchange Commission (SEC) since 2005.

Ron, Grant and Ben Olson are shareholders of R.O.I. Ron, Grant, and Ben provide all services through R.O.I.

R.O.I.'s very successful "family managed, office in the home" model has been replicated and electronically linked with Grant's and Ben's homes.

In addition to Ron's qualifications (see below) Grant and Ben have:
      Bachelor Degrees:  Accounting (Ben) and Business (Grant);
      Advanced Degrees:  MBA (Grant) and, MAC (Ben);
      Professional Designations:  Two CERTIFIED FINANCIAL PLANNER^TM designations and CPA (Ben);
      Experience:  Grant and Ben have been in the business since about age 13 and have grown up learning the "nuts and bolts" of the Financial Planning/Investment Advisory business.  Grant Olson has been working full time with R.O.I. since the summer of 2003.  As planned, Ben Olson worked full time in CPA firms for three years, and started working full time with R.O.I. in the fall of 2005.

R.O.I. also associates with the Fidelity Institutional Wealth Services (FIWS):  FIWS serves as a doorway for investment advisors to access dozens of mutual fund families (not just Fidelity) and literally 1000s of no-load, no-transaction fee mutual funds. R.O.I. has associated with FIWS since 1992 and continues to prefer FIWS to the other two major providers (Schwab and TD Waterhouse);