Odlum Brown USA Investment Management Limited

Overview

Odlum Brown USA Investment Management Limited is a corporate investment adviser established in 2004 that manages portfolios for individual and family clients as well as institutional accounts. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for both individuals/small businesses and for businesses or institutions. It is organized as a foreign-entity/individual-owned firm and is not positioned as a capital allocator; it does not identify as an active ESG investor or a pension consultant. Regulatory and distribution connections include affiliations with broker-dealers, other investment advisers and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives