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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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Outlines steps toward handling financial setbacks and emerging stronger.

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Explores how investment strategy changes once retirement begins.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

How Long Will It Take to Pay my Balance?

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

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