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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.

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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How much Disability Income Insurance do you need?

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much life insurance would you need to produce a sufficient income stream for your family?

How much can you afford to pay for a car?

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