ODIORNE POINT ASSET MANAGEMENT, LLC

Overview

Odiorne Point Asset Management, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and families, including small-business owners. The firm runs client portfolios from a concentrated equity-first stance: exchange-traded equities are the most used asset type and represent the single largest allocation within client accounts. Investment services are delivered on a percentage-of-AUM fee model, and the firm does not position itself as an ESG investor. Portfolios are administered through a single primary custodian and built to meet individual income, growth and wealth-preservation objectives common to private clients and family accounts. The firm’s business activity centers on direct portfolio management rather than pension consulting or institutional capital allocation.

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Location & Offices