Ogden Asset Management, LLC

Ogden Asset Management provides personalized, fee‑only investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm charges percentage‑of‑AUM fees billed quarterly in arrears and offers discretionary, non‑discretionary, and negotiable retainer arrangements.

The firm typically constructs diversified portfolios with a value bias in individual stocks, using a core‑and‑satellite approach that places passive index and ETF positions at the core and selectively adds active funds or individual securities. It employs a mix of fundamental, technical, charting and cyclical analysis, permits high cash allocations during stressed markets, and may use a broader set of instruments (options, futures, margin and other vehicles) while not participating in IPOs.

Compared with peers, the firm manages a modest total of roughly $5.14 million across only four client relationships, producing an unusually high asset‑per‑client profile and flexibility to waive minimums or negotiate retainers. The adviser is a sole principal with multi‑decade industry experience, maintains a business‑continuity agreement with another advisory firm, does not accept commissions or performance‑based fees, and leaves proxy voting to clients rather than voting on their behalf.