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

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains importance of rare-earth minerals and their role in technology and security.

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How much will it cost to pay off a loan over its lifetime?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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