Since 1994, when senior executives at leading Investment Management Firms have looked for assistance in developing and implementing business and IT Strategies, they have often turned to Olmstead Associates.  The Company brings significant domain expertise to help clients bridge the gap between business and technology by providing strategy consulting, program and project management and subject matter experts to many of the industry’s leading firms.

Olmstead has worked extensively with the leading Investment Management, Securities Processing and Custody firms supporting pre-trade, trade and post-trade operations and systems initiatives. The Company was an early proponent of “Straight Through” processing, helping Olmstead become a visible leader in driving successful implementations.  As clients continue to struggle with the challenge of responding to increased regulatory pressure and transparency combined with mandated cost cutting and improving investment performance, they look to the Company for its proven expertise.

In addition to its primary consulting services, since its founding Olmstead has been, and continues to be, a leader in professional development and training.  It has provided industry training to many of the leading buy-side and asset servicing firms through courses held throughout North America. Some of the world’s leading Investment Management companies use Olmstead to teach employees needed domain knowledge.

Management Team

"Bridging the Gap" Between Business and Technology

Press Releases

Public Seminars