"We cherish the strong relationships we have built with our clients over the years, and we truly appreciate their loyalty."
Our firm’s underlying philosophy is to put our clients first in all our business dealings. We are a fully independent company, entirely employee owned, and we are proud of the quality of our personnel and their dedication to the well-being of our clients.
Preserving your capital is our first priority. Your financial goals and risk tolerance guide us in structuring a personalized portfolio suitable for you. In doing so, we recommend the best strategies available for income distribution, wealth accumulation, or a combination of both.
During my 45 years with Odlum Brown the world has changed markedly. There have been countless tumultuous events and various economic challenges of one kind or another. Our firm continues to grow and thrive in the face of such challenges by enhancing our traditional lines of business while preserving the traditions and values of our founders.
Our enduring success is due to an uncompromising commitment to our clients. Our value-based investment style continues to serve our clients well. We cherish the strong relationships we have built with our clients over the years, and we truly appreciate their loyalty.
J. Anthony (Tony) Hepburn