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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.

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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

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Describes financial burdens associated with end-of-life care and funerals.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future value of your current savings.

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