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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.

Considering some important issues now could provide more options in the event of early retirement.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Describes how Roth accounts can generate tax-free retirement income.

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Explores how investment strategy changes once retirement begins.

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

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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