O'Donnell Portfolio Management, Inc.

Overview

O'Donnell Portfolio Management, Inc. is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm is owner-operated and concentrates its allocation decisions on public equities, using exchange-traded vehicles as the dominant building block while supplementing portfolios with fixed-income mutual funds and targeted alternative exposures. The business model is percentage-of-AUM advisory fees applied across a relatively compact client base; the firm does not present itself as an ESG-focused or multi-state advisor. The practice appears oriented toward personalized account management rather than mass-market product distribution. Advisory services documented center on portfolio management for individual and small-business clients, with a client mix that also includes some institutional relationships. Investment decision-making emphasizes liquid, exchange-traded instruments with additional layers of exposure through mutual funds, annuities and select third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices