A complete list of active advisors currently associated with O'Donnell Portfolio Management, Inc.

Warmer can help you find a great advisor at O'Donnell Portfolio Management, Inc. or one who fits your needs even better.

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).

To learn more about the advisors currently working at O'Donnell Portfolio Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew O'donnell	Indianapolis, IN	26

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