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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.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Covers benefits of personal umbrella insurance for large liability claims.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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How Long Will Your Funds Last?

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

How Long Will It Take to Pay my Balance?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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