O'dowd Asset Management LLC

O'Dowd Asset Management LLC is a registered investment advisor based in Morristown, New Jersey, founded in 2020 and led by Brian Michael O'Dowd. The firm offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. Investment strategies utilize fundamental and technical analysis, incorporating mutual funds, equities, fixed income, real estate funds, exchange-traded funds, hedge funds, private equity, and options. In addition to portfolio management, O'Dowd Asset Management offers standalone financial planning covering areas such as retirement, taxes, estate planning, and insurance. The firm also assists clients in selecting third-party investment managers when appropriate. O'Dowd Asset Management requires clients to maintain their accounts at Charles Schwab & Co., Inc. and holds discretionary authority to trade on behalf of clients.