ODYSSEY INVESTMENTS, CORP.

Overview

Odyssey Investments, Corp. is a small, individually owned advisory firm focused on portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and performance-based fees, suggesting it runs both standard discretionary accounts and strategies where outperformance is potentially rewarded. Investment activity is equity oriented: the firm identifies exchange-traded equities as its primary vehicle and shows a clear preference for equity exposures over fixed income or cash holdings. Odyssey is not positioned as an ESG-focused adviser and is not registered as a multistate adviser. Operationally the firm runs a compact client base and appears to operate with a boutique servicing model rather than as a broad institutional allocator. Advisory activities are concentrated on directly managed portfolios rather than pension consulting or large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices