A complete list of active advisors currently associated with Odyssey Investments, Corp.

Warmer can help you find a great advisor at Odyssey Investments, Corp. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Odyssey Investments, Corp., 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.