Ogden Asset Management, LLC

Ogden Asset Management is an independent investment management firm founded in 2004 and located in Chagrin Falls, Ohio. The firm provides personalized investment management and retirement planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Ogden Asset Management operates on a fee-only basis, meaning they do not accept commissions or product sales fees, ensuring advice is objective and aligned with client interests. Portfolios are customized based on each client's specific financial goals, risk tolerance, and personal restrictions. The investment approach primarily utilizes strategic asset allocation with a core and satellite structure, emphasizing globally diversified individual stocks and exchange-traded funds, alongside actively managed mutual funds where appropriate. Clients maintain control of their assets through independent qualified custodians, while Ogden Asset Management executes trades on a discretionary or non-discretionary basis under a limited power of attorney.