O'DOWD ASSET MANAGEMENT LLC

Overview

O'Dowd Asset Management LLC is an independent registered investment adviser that structures advice and portfolios primarily for individual and family clients, with some institutional relationships. The firm operates as a capital allocator — it manages discretionary portfolios itself while also selecting third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements combine percentage-of-assets and fixed-fee engagements, giving flexibility for both ongoing wealth management and project-based planning work. The firm is not positioned as an ESG-focused investor. Investment posture leans toward equity-centered allocations with active use of managed separate accounts and mutual fund wrappers. As an independent RIA owned by an individual, the firm appears to emphasize tailored portfolio solutions and manager selection over proprietary product sales.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices