Odiorne Point Asset Management, LLC

Raymond Panek is a financial advisor at Odiorne Point Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Estate Planners of New England and People's Securities Inc. In addition to his advisory role, he is a licensed insurance agent offering life insurance and annuity solutions to clients when appropriate. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including retirement accounts. The firm uses a long-term approach with proprietary asset-allocation models and incorporates a range of investment vehicles including mutual funds, ETFs, fixed income, and annuities, operating under discretionary authority aligned with each client’s Investment Policy Statement.

Gregory Lawrence is a CFP® with 22 years of industry experience, currently serving at Odiorne Point Asset Management, LLC. He has been involved with multiple firms including Estate Planners of New England and Pelican Wealth Advisors LLC. Lawrence also sells annuities and life insurance on a commission basis. Odiorne Point Asset Management, LLC provides discretionary portfolio management and investment advice primarily to individual investors, using a long-term trading approach with proprietary asset-allocation models. The firm offers ongoing portfolio monitoring and integrates insurance product recommendations alongside its investment services.

Jeffrey Sickler is a financial advisor with Odiorne Point Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Estate Planners of New England, LLC, and Santander Bank and Santander Investments, where he worked for 14 years. Outside of his advisory work, he is a licensed producer for Athene and Nationwide Life and Annuity Insurance Company, managing client investments with a focus on risk tolerance and goals. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including those with retirement accounts. The firm’s investment process relies on fundamental analysis and long-term strategies using proprietary asset-allocation models, incorporating mutual funds, ETFs, fixed income, REITs, annuities, and private placements, while generally operating under discretionary authority aligned with each client’s Investment Policy Statement.