Providing transparency and personal service to investors
My goal is to build and preserve wealth for individuals, families, trusts and foundations through financial planning and investment management
In September of 2014, after 15 years in the financial industry working for companies like Merrill Lynch and Morgan Stanley, I joined my two ex-teammates from Pepperdine Baseball at the Independent, Fee-only, Registered Investment Advisory firm Oder Investment Management. My responsibilities as a financial adviser at Oder Investment Management include portfolio management, risk analysis, investment plan construction and new client generation. Personal attention is at the heart of our service. We are not paid commissions and we don’t have to trade your account to generate income. Since our fees are based on a percentage of assets under management, we’re clearly aligned with your interests.