Los Angeles, CA Office

Oder Investment Management, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement‑plan consulting, and identifies Charles Schwab as the primary custodian in its brochure (the ADV also lists the firm’s CRD number and website).

OIM builds individualized Investment Policy Statements and applies Modern Portfolio Theory, combining active and passive management, global diversification, and periodic rebalancing to pursue real capital growth consistent with each client’s risk tolerance. Accounts are generally managed on a discretionary basis, are reviewed at least monthly, and the brochure describes regular client contact and ongoing monitoring, including at least annual comprehensive reviews.

Compared with many team firms, OIM is long established (registered since 1999) and manages roughly $366.7 million with a four‑person advisory team servicing about 180 clients, and it typically requires a $500,000 account minimum (waivable in certain cases). The firm also notes the use of Schwab’s institutional platform and, unusually for a team of this size, advertises third‑party ratings—an uncommon disclosure among similar advisory teams.