# Oder Investment Management

Oder Investment Management is a Bank / Wealth / Trust based in Woodland Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Woodland Hills, United States
- **Region:** North America
- **Address:** 21300 Victory Blvd. Suite 855, Woodland Hills, CA 91367, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** oderllc.com
- **LinkedIn:** https://www.linkedin.com/company/oder-investment-management-llc

## Regulatory record

- **CRD number:** 134506
- **SEC file number:** 801-110656
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134506

## About

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. 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.

## People

- Josh Oder
- Steve Zorn
- Erik Helmstetter
- Sam Shih
- Kelly Murray
- Luke Franco

## Questions

### What is Oder Investment Management's investment approach?

The firm begins each client relationship by drafting a personal investment policy statement. Asset allocation is tailored to that client's objectives and risk tolerance, not driven by a firm-level market forecast. Portfolios are built from an open architecture of public equities, fixed income, and other traditional asset classes, with ongoing adjustments as a client's financial circumstances change.

### How does Oder Investment Management charge for its services?

The firm is fee-only, billing clients directly for its advisory services. It does not accept commissions, referral fees, or revenue-sharing from product providers. This model aligns the firm's compensation with client portfolio growth rather than transaction volume, removing incentives to churn accounts or place clients into high-commission products.

### Who are the key investment professionals at Oder Investment Management?

The firm publicly lists Josh Oder, Steve Zorn, Erik Helmstetter, Sam Shih, Kelly Murray, and Luke Franco as its team. Specific titles and roles are not published on the website, but the group collectively manages client relationships, financial planning, and portfolio construction from the Woodland Hills office.

## Related profiles

- [Odemira Capital](https://altss.com/profile/odemira-capital)
- [Oderis](https://altss.com/profile/oderis-consulting)

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Last updated: 2026-08-11T02:43:31.692Z

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