O'Donnell Portfolio Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,294,000
Clients
50
Advisors
1
of 1 employees
About
O’Donnell Portfolio Management, Inc. provides personalized, fee-only discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, small businesses, and nonprofit and charitable organizations. The firm offers comprehensive advice on financial objectives including retirement planning, tax considerations, education funding, and estate planning.
The firm manages approximately $32 million across roughly 145 accounts for about 55 clients, investing primarily in individual stocks, exchange-traded funds and bonds and using strategies that range from long-term holdings to shorter-term trading and covered-call writing. OPM employs charting, fundamental and economic-cycle analysis, constructs diversified portfolios, and places trades under a limited power of attorney while custodians retain asset control.
Compared with many solo independent advisors, OPM’s client mix explicitly includes charitable and nonprofit organizations and the firm prepares special reports and analytical materials for client use. The firm’s principal holds the Chartered Financial Analyst designation and has a background in trust administration; OPM operates strictly on a fee-only basis, does not sell commissioned products, and does not vote client proxies (clients retain proxy-voting authority).
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001+: 0.60%
Fee-only: Strictly fee-only investment management; no commissions accepted.
Main office
Indianapolis IN
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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