Oder Investment Management, LLC
Oder Investment Management, LLC is a registered investment advisory firm headquartered in Woodland Hills, California. Founded in 2011, the firm specializes in investment management and financial planning for individuals, families, trusts, and foundations. As of 2025, they manage around $319 million in assets and employ approximately 6 professionals, focusing on tailored wealth solutions and long-term client relationships. The firm serves a mix of high-net-worth individuals, non-high-net-worth individuals, pension plans, and charitable organizations.
Investment Strategy
Oder Investment Management provides personalized investment management and financial planning. Their strategy centers on a tailored approach that aligns each client’s investment portfolio with their unique goals, emphasizing a disciplined investment process and continuous portfolio adjustments when clients’ needs change. As an independent adviser, Oder prioritizes unbiased, fiduciary advice, combining financial planning expertise with customized investment solutions to preserve and grow wealth over time.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.51% | $8.6M | 41,977 | $137.57 | $205.17 | -$703.4K |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.04% | $6.7M | 48,895 | $17.12 | $136.32 | +$2.1M |
S SPY | SPDR S&P 500 ETF TR | 4.76% | $6.3M | 10,202 | $374.10 | $617.85 | +$365.9K |
A AMZN | AMAZON COM INC | 4.65% | $6.2M | 28,078 | $107.38 | $219.39 | +$835.7K |
H HOOD | ROBINHOOD MKTS INC | 4.04% | $5.3M | 57,055 | $10.10 | $93.63 | +$1.8M |