Oder Investment Management

Oder Investment Management

Oder Investment Management opened in 1999 as a registered investment advisor in Woodland Hills, California. Josh Oder established the firm to deliver integrated financial planning and discretionary asset management, operating under a fee-only model rather than a commission-based structure. The firm's materials emphasize a fiduciary duty to clients that include high-net-worth individuals, families, trusts, and foundations. The firm's strategy centers on creating a personalized investment policy statement for each client. It then constructs portfolios aligned with those objectives, drawing on an open-architecture approach that is unconstrained by proprietary products. The advisory team manages assets across public equities and fixed income, with allocation decisions driven by individual client risk tolerance and goals rather than a house macro call. The firm also incorporates tax planning into its advice. The advisory team lists six professionals: Josh Oder, Steve Zorn, Erik Helmstetter, Sam Shih, Kelly Murray, and Luke Franco. The firm operates from a single office at 21300 Victory Boulevard in Woodland Hills. Its client communications address topics such as tax-efficient investing and data security, suggesting ongoing portfolio maintenance and planning conversations rather than episodic transactional service. Structurally, Oder Investment Management's independence is its defining feature. The firm is not affiliated with a bank, broker-dealer, or insurance company, a posture that allows it to source investments and provide advice without product-shelf constraints. This fiduciary model places the advisor's legal obligation squarely on the client's interest, distinguishing it from advisory practices within larger financial institutions that can face structural conflicts between proprietary product distribution and client outcomes.