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Fiduciary Active Management For Distinctive Results

 

A Different Philosophy

Odingard Capital Management (OCM) believes an actively managed and uniquely diversified portfolio of multiple asset classes produces long-term risk-adjusted results that outperform other investment styles such as mutual funds, ETF managers, and managers of managers.

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An Endowment Style

A fee-based Fiduciary, OCM enables individuals to enjoy a portfolio constructed in the style of large foundations and endowments. Your portfolio is customized, tax-efficient, highly liquid, and actively managed in-house by our diverse and experienced Investment Team.

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A Wealth Of Education

Odingard Capital Management is committed to serving the financial and estate interests of every Investor we engage, and believes education and diversification can ultimately mitigate risk, maximize returns, and provide the financial lifestyle and security you have earned.

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A Lifetime Of Security

OCM is with you for a lifetime of advice and support. Whether it's our unique Institutional investing discipline, innovative income strategies, a well designed tax plan, or the proper estate trust, everything we do is focused on your long term wealth, quality of life, and legacy.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Describes how Roth accounts can generate tax-free retirement income.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much would your monthly lease payment be?

This calculator is designed to help you attach a dollar figure to your life’s work.

How much life insurance would you need to produce a sufficient income stream for your family?

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