Brad Olsen

Eagle Global employs a variety of investment strategies to develop an individually managed account customized to each client’s time horizon, lifestyle and investment objectives, and has the flexibility to accommodate portfolio requirements and restrictions in such accounts. The firm has also customized strategies for investments in its private fund and mutual fund vehicles. Their investment process for Domestic, Global, and International Equities incorporates both top-down and bottom-up elements and is designed to identify companies with improving growth prospects that have not been incorporated into current valuations.

BP Capital seeks to achieve consistent positive absolute returns while employing an investment strategy appropriate to the client’s investment goals and objectives. The firm uses a proprietary research and investment process that involves fundamental and quantitative analysis of various macroeconomic and commodity factors to select the investments and determine the weighting of each investment. Their investment strategies employ an energy sector focus by primarily investing in publicly traded equity and debt securities of US energy companies involved in the extraction, processing, distribution or use of natural gas, oil and coal. Additionally, BP Capital focuses their investments on energy infrastructure master limited partnerships (MLPs), which own and operate assets that are used in the energy sector.

Functions as a College/University

Provides brokerage services

Provides investment banking services

Provides investment advice

Recurrent seeks to generate consistent positive absolute returns while employing an investment strategy appropriate to the client’s investment goals and objectives. The firm offers several investment strategies and in doing so may invest in a wide range of securities and other financial instruments.