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Fiduciary Active Management For Distinctive Results

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.

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.

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.

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.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Explains how future tax rules may impact deductibility of charitable donations.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate how much income and savings you may need in retirement.

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