Odyssey Investments, Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
All Assets+: 2.00% annually
1% of assets under management plus 20% performance fee on capital appreciation with high-water mark
Main office
403 Bay Shore Drive, Bay Vista No.18
Ocean City MD 21842
Advisors at this office
2
Most active in
Maryland
Also doing business as
Odyssey Investments LLC · Odyssey Investments, Corp. · Odyssey Investments, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Dane K
Series 65
Ocean City, MD
Odyssey Investments, Corp.
Dane Krich is a Series 65-licensed financial advisor with Odyssey Investments, Corp., bringing five years of industry experience. In addition to his advisory role since 2021, he serves as the Manager of the Mid-Atlantic Symphony Orchestra and Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches courses at Morgan State University. Dane also operates K&M Artists, LLC, an artist management company. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services through a single wrap program. The firm employs a long-term investment approach focused on fundamental analysis and offers tailored portfolios including equities, fixed income, REITs, and precious metal ETFs.
Anthony C
Series 63, Series 65
Ocean City, MD
Odyssey Investments, Corp.
Anthony Christ is a financial advisor at Odyssey Investments, Corp. with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Capital Securities Management Inc. for 13 years and has been involved in managing commercial real estate through Layton's Plaza LLC and Christ Family LLC. Outside of his advisory work, he serves as chairman of Brian's Song, a nonprofit performing a live show aimed at preventing heroin use among children. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services under a unified platform. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios with equities, fixed income, REITs, and precious metal ETFs.
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