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Our Services

We provide comprehensive Financial Advisory & Investment Services, Retirement Income Plans, Estate Planning, and Business Services for Individuals, Company Owners, Corporations, Endowments, and Institutions.

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Odingard Capital Management provides the following services:

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  • Individual Financial Advisory & Investment Management

  • 401(k) Plan Design, Implementation & Management

  • Pooled Employer Plans - 401(k)

  • Pension Risk Transfer

  • Pension Asset Management

  • Actuarial Consulting

  • Community Bank Support Services

  • Bank-Owned Life Insurance

  • Individual & Group Defined Benefit Plan Design, Implementation & Management

  • New IRAs, Roth IRAs, and Simplified Rollover Services

  • Family Office Advisory & Investment Management

  • Private Foundation & Endowment Advisory & Investment Management

  • Institutional Advisory & Investment Management

Additionally, we provide:

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  • Comprehensive Portfolio Analysis

  • Financial Planning - Retire Distinctively™

  • Retirement Income Strategies

  • Tax Deferred Strategies

  • Tax Advantaged Supplemental Retirement Accounts (TASRA™​)

  • Estate Planning - Wills, Trusts, HPOAs

  • Estate Conservation Plans

  • Turn-Key Pension Plan Design for Individuals and Companies

  • Business Succession Plans

  • Deferred Compensation Plans

  • Corporate Trusts, Shareholder Agreements, and Business Continuation Plans

  • Employee Financial Education Seminars

Modern office reception area with seating and wooden desk
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