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INSTITUTIONAL CLIENT

 

As a trusted and valued advisor to your high net worth clientele, we understand that your top priority is meeting their needs through integrated solutions.

You have worked unsparingly to earn your client’s trust by successfully managing their assets and protecting their wealth. Yet an unexpected loss can severely impact all the benefits of a solid financial plan.

Our management team understands the full spectrum of risks and exposures these clients face
and has the proficiency to help protect what you have worked untiringly to build. We can help
you manage your client’s risk through a compliant and competitive asset protection program.

We serve a wide array of Institutional Clients, including:

Insurance Companies
Global and Local Financial Institutions
Independent Financial Advisors
World renowned Law and Accounting Firms

Our customized platforms provide:

Compliance Program to ensure legal solicitation process
Customized training modules for executives
Highly rated comprehensive product portfolio
Country specific market research
Policy portfolio review and analysis

A strategic alliance with Mary Oliva, LLC -Wealth Protection Advisory can place your organization in an
unparalleled position, increasing the service offering and allowing an effective market penetration.

Through our relationship oriented approach we will gain an understanding of your client’s specific needs, particular
goals and explicit concerns. We look forward to working with you to develop and implement a tailored made plan that will
protect your client’s wealth, assets and life style.

For a consultation with our Institutional Client Division please e-mail us at institutionalclient@maryoliva.com.