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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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Reviews annual enrollment dates and options for Medicare participants.

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

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Describes benefits of volunteer travel for personal growth and giving back.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator can help you determine how soon you can pay off your mortgage.

Use this calculator to estimate how much income and savings you may need in retirement.

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