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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.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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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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Explores how investment strategy changes once retirement begins.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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How much Disability Income Insurance do you need?

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

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

How much would your monthly lease payment be?

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