Odyssey Portfolio Management
What is Odyssey?
Triad Advisors has collaborated with Rochdale Investment Management to create Odyssey, a proprietary asset management solution. It is the most robust and flexible mutual fund modeling program in the industry that is grounded in Modern Portfolio Theory and the importance of asset allocation.
Odyssey begins with an in-depth client profile that first identifies the client as falling into one of five broad objective categories: Conservative, Moderately Conservative, Moderate, Moderately Aggressive, and Aggressive. Within each category, the system further distinguishes the client’s risk tolerance as low, medium, or high. This is the basis on which Odyssey creates the asset allocation. In a collaberative effort, Dano and Odyssey then chooses the mutual funds that are appropriate for the client’s specific objective and risk tolerance. For implementation, Dano and the client may choose any of six variations on the allocation to further meet the client’s needs. Each implementation option emphasizes factors that are of particular importance to the client. Implementations include emphasis on: return, tax sensitivity, low cost, risk sensitivity, low fund expense ratio and no transaction fees.
HIGHLIGHTS INCLUDE:
Asset Allocation using Modern Portfolio Theory and Fund Selection
Leverages Expert Professional Money Management
Ongoing Allocation and Fund Monitoring
Customizable to Meet Individual Needs
Designed to Minimize risk and Maximize Returns
Continuous Fund Screening and Ongoing Due Diligence for Rebalancing
One Small Fee covers all Costs and Trading Expenses
In total, there are 90 different possible implementations.
Odyssey Wealth Management Compass - Eight point guide to navigating financial success
Odyssey Sample Client Allocations
Odyssey Questionaire - Get started with your Custom Investment Strategy Report (minimum account size is $25,000)
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