Destination Strategic Growth: Investment Management

Retirement Planning
Tax Management Asset Protection

Goals Based Investing

We don’t just talk about goals.  Almost every­thing we do for clients is built around goal achieve­ment.  At many firms, a family’s wealth is lumped into a single portfolio with a single risk level.  But does this seem logical?  Why identify multiple goals and then treat them identically by putting all assets in a single portfolio.  All goals are not equal, nor do they come to fruition at the same time.

Instead of a one-risk-for all goals approach, we structure your assets around your life.  And that’s what distinguishes our approach from other firms.  Your investment strategy is designed around your goals.

Is Odyssey the right fit for you?

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