Open Door Investment Advisors, Inc.

Open Door Investment Advisors is a fee‑only advisory firm that provides portfolio management and financial planning to individuals, families, trusts and retirement plans, with a client base concentrated among high‑net‑worth individuals rather than non‑HNW retail clients. The brochure notes the firm provides financial planning at no charge and delivers investment management services under a percentage‑of‑AUM advisory model.

The firm’s investment approach is a conservative, long‑term buy‑and‑hold strategy focused on individual large, well‑known U.S. stocks, supplemented when appropriate with no‑load mutual funds, ETFs and ultra‑short‑term income ETFs; it combines fundamental analysis with technical indicators primarily as a timing tool. Accounts are generally managed on a discretionary basis under a limited power‑of‑attorney, with periodic reviews and execution through recommended custodians.

Distinctive features include a small advisory team overseeing roughly $36.8 million for about 50 clients and the brochure’s disclosure that the firm may permit borrowing in separately managed accounts, a practice uncommon among peers. The firm also documents legacy custodial relationships while recommending a primary custodian for operational efficiency, and emphasizes principals’ institutional market‑risk and accounting credentials as part of its investment and compliance processes.