INVESTMENT ADVICE YOU CAN TRUST!
Odyssey brings you a different type of investment advisory service: not for the sake of being different — but for making a positive difference!
We help you to identify, articulate, and achieve your financial goals. Whether it is saving for retirement, purchasing a home, funding education, or starting a business we work with you to establish realistic and achievable objectives.
We consider factors such as your risk profile, investment horizon, market conditions, and economic outlook to create a well-balanced portfolio that seeks to generate returns while minimizing risk. Your investment portfolio will reflect optimal allocation across various asset classes.
Did you know…1 in 4 people who are 59 or older have no retirement savings.
Based on your goals and risk tolerance, we will construct a diversified investment portfolio that we monitor and restructure according to your changing circumstances. We create a mix of assets — such as stocks, bonds, or alternative investments — that suit your objectives while managing your level of risk.
Let us help you start investing today to plan for a better tomorrow!