Relationship with Your Advisor

Building portfolios is our business.  Building relationships is our strength.

Good relationships begin with a commitment. Your relationship with your advisor begins with a commitment that your portfolio is positioned to reflect your own comfort level. Our advisors understand that helping you build a personalized portfolio is a continuous process requiring effective communication, skill, and good judgment. Your advisor will make security selections and portfolio recommendations that offer compelling risk/reward opportunities, harmonized with your investment objectives.

Lasting relationships require dedication.  We have been dedicated to putting our clients first for nine decades. We cherish the longevity of our relationships and work hard to listen to what our clients tell us they need. You can expect your Odlum Brown advisor to follow a disciplined, value-based investment approach. You will receive regular portfolio reviews, supplemented by secure, timely, and consistent communication. You may also choose to be involved in the investment process to whatever extent you wish.

We offer two ways to structure your relationship with your advisor, based on the amount of involvement you desire in planning your portfolio.

Discretionary Portfolio Management

You may prefer to agree on the investment plan and leave the day-to-day investment decision-making to a Portfolio Manager. Managed accounts are charged an annual fee, payable monthly, based on the month-end value of the account assets, without paying commission per trade.

Investment Advisory Services

If you prefer a more hands-on approach you may wish to work with an Investment Advisor who will monitor your portfolio and provide timely investment recommendations. This approach is ideal if you value portfolio planning guidance from a trusted advisor but still want to be involved in day-to-day investment decisions. Commissions are charged on each trade you make.

We also offer a fee-based advisory service for clients who want the convenience of the fee-based billing model while still participating in every investment decision.  For an annual fee, payable monthly, based on the month-end value of the account assets, you will receive an allowable limit of trades made under your direction, with your Investment Advisor.

For more information about our services, please review our Relationship Disclosure.

Ready to begin a relationship with us? Contact us today.