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Portsmouth, NH Office

Team
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Odiorne Point Asset Management, LLC logo

Odiorne Point Asset Management, LLC

Supported

Firm-wide stats for Odiorne Point Asset Management, LLC

Total advisors

3

Across 2 offices

Clients per advisor

67 High

Avg AUM per client

$326,010 Very Low

HNW client ratio

0% Very Low

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.

Based on Odiorne Point Asset Management, LLC

Expertise

Annuities

Based on Odiorne Point Asset Management, LLC

Location

155 Fleet Street

Portsmouth NH 03801

Advisors at this office

2

Advisors at this office

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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.

Annuities
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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.

Annuities
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