Style With Simplicity
We are an Unencumbered Fiduciary
OCM believes that an actively managed diversified portfolio of Multiple-Asset Classes (MAC) can deliver better long term risk-adjusted results than other investment styles such as mutual funds, funds of funds, ETF managers, and managers of managers. We employ no 3rd party managers, and only custom build and manage multi-asset class Separately Managed Accounts (SMAs) for each individual Investor based solely on their own objectives, timeline, and risk tolerance. Our Clients trust and value our advice because it comes from our focus on their unique needs.
We Make Distinctive Investing Simple
At its core, intelligent investing is not complicated and is easy to understand even for a novice investor. Complexity only adds layers of expense to all aspects of life, and Wall Street thrives on complex terms and investments. At Odingard, we speak plain English and you will always understand the classic style in which we actively manage your money...and why we do it the way we do!
Odingard Capital Management creates a unique portfolio of individual equities that is a direct reflection of the individual Investor we serve. Our asset management approach is one of simplicity that delivers performance with clarity, tax efficiency, and distinctive value. Our methodology is similar to that employed by the wealthiest endowment, institutional, and individual, investors in the world.
Beating Down Markets is a Gain
OCM believes minimizing down-market loss is the most important ingredient of exponential long-term growth. Our industry-leading history of outperforming market downturns puts our Clients at ease when markets turn choppy.
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham
Active Management & Superior Liquidity
With OCM your assets are invested in an actively managed custom crafted equity portfolio that typically maintains 99% liquidity which allows our Money Managers flexibility to anticipate and exploit market conditions, up or down. Liquidity is a key component to beating market downsides.
Every Investor Deserves a Distinctive Portfolio
The nature of the industry is such that Americans with $500,000 portfolios typically aren't afforded the same level of advice and distinctive investing style provided a $50,000,000 portfolio. We believe every investor is entitled to high level Fiduciary advice and earnings results, regardless of portfolio value. It's no secret high level investors don't own managed funds, and we can show you why.
