Odiorne Point Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Odiorne Point Asset Management, LLC provides discretionary portfolio management primarily to individual clients, including retirement accounts, and documents each engagement with an Investment Policy Statement that outlines goals, taxes, and risk tolerance. The firm offers ongoing services such as asset allocation, asset selection, and regular portfolio monitoring, and generally charges asset‑based advisory fees.
OPAML’s investment process emphasizes fundamental analysis and a long‑term trading orientation implemented largely through three proprietary asset‑allocation models (70% bond/30% equity; 50/50; 70% equity/30% bond) composed mainly of retail mutual funds and ETFs. The firm requires custody at a specific broker‑dealer and uses Charles Schwab’s institutional platform and related research/resources, and its investable universe includes fixed income, TIPS, REITs, precious‑metal ETFs, private placements, commodities, and annuities.
What is most distinctive in the brochure is that several supervised persons are licensed insurance agents and the firm discloses how insurance product recommendations (including annuities) can create conflicts of interest and how those conflicts are addressed. OPAML also does not rely on third‑party sub‑advisers and operates as a small, three‑advisor team managing roughly $66 million across about 200 client accounts, which frames how it allocates opportunities and executes trades for its client base.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.60%
Fee-only: Asset-based portfolio management fees withdrawn monthly in advance, negotiable.
Main office
See office155 Fleet Street
Portsmouth NH 03801
Advisors at this office
2
Offices (2)
Most active in
Florida · Maine · New Hampshire · Texas
Also doing business as
Lawrence Legacy Group LLC · Odiorne Point Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Raymond P
Series 63, Series 65
Portsmouth, NH
Odiorne Point Asset Management, LLC
Raymond Panek is a financial advisor at Odiorne Point Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Estate Planners of New England and People's Securities Inc. In addition to his advisory role, he is a licensed insurance agent offering life insurance and annuity solutions to clients when appropriate. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including retirement accounts. The firm uses a long-term approach with proprietary asset-allocation models and incorporates a range of investment vehicles including mutual funds, ETFs, fixed income, and annuities, operating under discretionary authority aligned with each client’s Investment Policy Statement.
Gregory L
CFP®, Series 63, Series 65
Estero, FL
Odiorne Point Asset Management, LLC
Gregory Lawrence is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Odiorne Point Asset Management, LLC. His prior experience includes roles at Estate Planners of New England and his own Lawrence Legacy Group, among others. He is also licensed to sell annuities and life insurance, earning commissions in this capacity. Odiorne Point Asset Management, LLC provides discretionary portfolio management primarily to individual clients, focusing on long-term investment strategies guided by personalized Investment Policy Statements. The firm uses proprietary asset-allocation models and operates as a small, three-advisor team managing approximately $66 million in assets.
Jeffrey S
Series 63, Series 65
Portsmouth, NH
Odiorne Point Asset Management, LLC
Jeffrey Sickler is a financial advisor with Odiorne Point Asset Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Estate Planners of New England and Santander Bank. In addition to his advisory work, he is a licensed producer for Athene and Nationwide Life and Annuity Insurance Company. Odiorne Point Asset Management provides discretionary portfolio management primarily for individual clients, focusing on asset allocation and ongoing portfolio monitoring based on documented investment policy statements. The firm employs proprietary asset-allocation models and emphasizes fundamental analysis within a small team managing approximately $66 million.
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