Outcome Driven Strategies, LLC

Fee-Only (% of Portfolio)

Outcome Driven Strategies (ODS) provides investment advice, primarily on alternative investments like structured notes, to other registered investment advisors and financial professionals (not individual retail investors). ODS manages these accounts based on investment direction from the primary advisors. ODS uses methods like charting, technical, and cyclical analysis, along with long-term purchases. Fees are negotiable and vary on a case-by-case basis.

Assets Under Management$240M
Clients14
Advisors3
Avg. per Client$17M
Avg. per Advisor$78M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Outcome Driven Strategies (ODS) provides investment advice to other registered investment advisors, not directly to individual investors. Fees are negotiable and vary on a case-by-case basis.

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Location

3 Advisors at this firm