Odyssey Investments, Corp.

Odyssey Investments provides portfolio management to individual and high‑net‑worth clients and acts as sponsor and portfolio manager for a wrap fee program. Like many peers, it delivers ongoing investment management and charges asset‑based advisory fees through accounts held with a qualified custodian.

The firm’s investment process is grounded in fundamental analysis and a long‑term, equity‑focused approach while also using fixed income, REITs, non‑U.S. securities, and precious metal ETFs as appropriate; client goals and risk tolerances are documented in individualized investment policy statements. Accounts in the program are managed on a non‑discretionary basis and the firm does not permit client‑imposed restrictions based on personal values or beliefs.

Odyssey is distinctive for offering performance‑based fee arrangements and for sponsoring a wrap fee program while the majority of its assets are non‑discretionary — a combination that is uncommon among supported firms and that the brochure identifies as creating potential conflicts of interest (for example, managing both performance‑fee and non‑performance accounts and incentives tied to trading within a wrap structure). The firm also operates as the sole portfolio manager for the program and absorbs transaction costs for wrap accounts, and its relatively small client base and modest assets under management set its scale apart from many other wrap sponsors.