OUR COMMITMENT
You come first. Always.
We understand that a secure financial future is important to you and your family; therefore, we will always have your best interests at heart. You work hard to build your wealth, and you deserve a team that will work just as hard to help keep your financial goals on track by:
- Building a solid relationship based on trust and an understanding of your and your family’s financial goals
- Protecting and growing your assets with investment strategies that match your needs and risk tolerance
- Offering advice that is easy to understand, open communication, and regular portfolio reviews
OUR PROCESS
We recognize that every client has a unique set of circumstances, and we pride ourselves on providing a positive and individualized client experience. We view each step as building our long-term relationship with you – from the first meeting, through the process of developing your portfolio, to ongoing management to meet changing market conditions and reflect your evolving goals.
HOW WE ADD VALUE
You Always Come First
A singular focus on clients is the secret to Odlum Brown’s long tradition of success. With no corporate finance business, Odlum Brown eliminates the conflicts of interests that may exist at other institutions. This allows us to form objective investment opinions reflecting your unique investment objectives and risk tolerance in your portfolio.
1:1 Support
Everything is done in-house, by our employees, for you. We do not outsource our support, as we prefer face-to-face meetings and open lines of communication. When you call us, you reach us – directly, or through one of our local associates.
A Team Approach
Working as a team brings better perspectives and solutions. We work closely with our partners within Odlum Brown Financial Services Limited* and our Research Department to help you define your goals and turn them into reality.
Holistic Management
We integrate the expertise of your existing legal counsel, bankers, and accountant, working with them to ensure everyone is reading from the same playbook.
WHAT WE DON'T DO
We know the value of keeping to our circle of competence: investing for the long-run, remaining disciplined, refusing to overpay, and thinking like business owners. As important as what we do, is what we will not do.
We won't:
- Speculate on early-stage technologies or sectors.
- Initial Public Offerings (IPOs) or private company investments.
- Take on excessive risks in search of outsized returns.
- Invest in things we don’t understand.