Our mission is to provide clients with the maximum chance to achieve what is most important while avoiding costly mistakes.
We are a comprehensive investment management and wealth strategy firm that specializes in holistic financial and retirement income planning. Our advisors and administrative staff offer a personalized, insightful approach to financial planning, retirement income maximization planning, wealth transfer and investment capital management. Our 10 step process includes defining your top financial priorities, creating a comprehensive plan, implementing an appropriate strategy, monitoring the effectiveness and updating our client on the progress.
Decades of financial research povide the foundation to our views of the capital markets and form the basis behind the way we invest. Our affiliation with leading academic minds provides us with the capabilities to evolve as research progresses and new dimensions are discovered.
With more than 23 years of experience, our associates are capable of providing academically driven solutions to financial goals and objectives.
Our client's can expect:
- Holistic Financial Planning Designed Around What is Most Important to You, our Client..
- Data Supported, Research Driven and Objective-based Investment Portfolios.
- Monthly Communication.
- Quarterly Updates.
- Comprehensive Annual Reviews.
- Secure Online Account Access.
Our advisors are happy to provide a no cost discovery meeting with potential clients to review our 10 step process as well as explain our investment strategies and philosophies.
O'Dell Capital Management is the exclusive provider of LODESTAR objective-based portfolios.