A complete list of active advisors currently associated with Odiorne Point Asset Management, LLC

Warmer can help you find a great advisor at Odiorne Point Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Odiorne Point Asset Management, LLC, 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.