Our Services
At Odiorne Point Asset Management, our goal is to help you achieve your goals.
You receive a total team effort. We are proud to be approachable, authentic and friendly.
We are always in your corner, looking out for you. We'll guide you through life’s transitions and the important financial decisions you face along the way.
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Registered Investment Advisor Services
Investing always involves some degree of risk, but with our risk management strategies, we can help you minimize your exposure to market volatility. We'll work with you to create a plan that balances risk and reward, and we'll make adjustments as necessary to keep your portfolio on track.
Retirement Income Planning
Estate planning is an important part of any comprehensive financial plan. Our team of experts can help you create an estate plan that minimizes estate taxes, provides for your loved ones, and ensures that your assets are distributed according to your wishes.
Estate Plan Review & Legacy Planning
We believe that financial education is key
to achieving long-term financial success. That's why we offer a range of educational resources to help you make informed decisions about your finances. From online courses to one-on-one consultations, we're here to help you build the knowledge and skills you need to achieve your financial goals.
Performance Evaluation & Construction
Our Investment Management and Risk Philosophy is engineered using
the Macro Micro Architecture Process.
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The Macro Layer
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Is designed, first and foremost, to protect against downside risk.
No other concern is more important for overall return: a 1/3 decline
requires a subsequent 50% rise just to break even! -
Harnesses the power of diversification well beyond industry norms:
we allocate assets strategically across many asset classes, with
dynamic re-balancing as markets fluctuate. -
Avoids a common weakness in typical portfolio strategies:
most investors are herded into portfolios with just a few asset classes,
thereby missing out all too often on the high performing classes.
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The Micro Layer​
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Capitalizes on another key insight – not all fund managers are
created equal. -
Employs a dynamic, data-driven process that evaluates the entire
universe of available funds and managers and selects the very best
options in each asset class. This cutting-edge process:
– Relies on sophisticated risk and return metrics
– Considers all mutual funds and ETFs, unlike other Asset Managers
– Avoids style drift.
Tax Planning & Income Solutions
Our tax planning is customized to each client’s personal goals. Whether it be optimizing tax free income, tax free asset transfers to beneficiaries, tax efficient sale of a business, tax exempt accumulation, or minimizing taxable retirement distributions. The strategies we employ may involve life insurance and annuities.
