O

Odyssey Investments, Corp.

Updated today

Client assets under management

$7,435,751

Clients

19

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

10

Very Low

Average account size

$391,355

About

Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, delivering ongoing portfolio management and individualized investment policy statements. As sponsor and sole portfolio manager of its wrap program, the firm bundles advisory and transaction services and coordinates custodial reporting through a qualified custodian.

The firm emphasizes fundamental analysis and a long-term investing approach, typically recommending equities alongside fixed income, REITs, and precious metal ETFs, and it tailors portfolios using model allocations and client interviews. Odyssey also offers performance-based compensation arrangements for qualified clients in addition to asset-based fees and describes review processes intended to address the conflicts those arrangements can create.

What distinguishes Odyssey from many peers is that it both sponsors and manages its wrap program and absorbs transaction costs for wrap accounts, a structure that the brochure acknowledges can create incentives to limit trading and that the firm says it manages consistent with its fiduciary duty. The brochure also includes an internal inconsistency — one section describes non-discretionary management for the wrap program while another reports all assets as discretionary — a point prospective clients may wish to clarify.

Client services

Portfolio management

Expertise

Wealth management

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Fee options

Percentage

All Assets+: 2.00% annually

Performance-based

1% of assets under management plus 20% performance fee on capital appreciation with high-water mark

Main office location

Odyssey Investments, Corp.

403 Bay Shore Drive, Bay Vista No.18

Ocean City MD 21842, United States

Number of offices

1

Most active in

Maryland

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Dane K

Series 65

Ocean City, MD

Odyssey Investments, Corp.

Dane Krich is a financial advisor at Odyssey Investments, LLC with four years of industry experience. He holds a Series 65 designation and has been with Odyssey Investments since 2021. Outside of his advisory role, Krich serves as the Manager of the Mid-Atlantic Symphony Orchestra and the Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches classes at Morgan State University. Odyssey Investments provides portfolio management services to individual and high-net-worth clients, specializing in a long-term, equity-focused investment approach supplemented by fixed income, REITs, non-U.S. securities, and precious metal ETFs. The firm sponsors a wrap fee program and manages accounts on a non-discretionary basis.

Wealth management
user avatar

Anthony C

Series 63, Series 65

Ocean City, MD

Odyssey Investments, Corp.

Anthony Christ is a financial advisor at Odyssey Investments, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Securities Management Inc. Outside of his advisory role, he is chairman of Brian's Song, a nonprofit organization that performs a live show to prevent heroin use among children. Odyssey Investments provides portfolio management services primarily to individual and high-net-worth clients, employing a long-term, equity-focused investment approach supplemented by fixed income, REITs, international securities, and precious metal ETFs. The firm sponsors a wrap fee program and manages accounts on a non-discretionary basis with documented client goals and risk tolerances.

Wealth management
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