A fiduciary actively managing your wealth with transparency, customization, and discipline — without a layer between you and the person making the decisions.
THE FIRM
Jeff Eisenbud, CRPC® CHIEF EXECUTIVE OFFICER & PORTFOLIO MANAGER
The core is made up of individual equities, chosen for growth and managed actively. Around them, options hedge downside, earn on cash, and generate income the stocks alone would not. Alternatives and commodities diversify away from equities.
Underneath it, your allocation is shaped around your goals, risk appetite, time horizon and liquidity needs — and every company runs through the Wodan Score before it joins the portfolio, and again for as long as it stays. You will always know why you own what you own.
Fundamental research to identify companies with strong growth prospects, financial strength and sound management.
A concentrated portfolio of individual stocks and ETFs designed for long-term compounding.
Tax-efficient portfolio management focused on what you keep after tax, not before it.
Portfolios aligned to your goals, time horizon and tolerance for risk.
HOW WE WORK
The same sequence runs from first idea to quarterly review, so a position is re-examined long after the decision to buy it.
Identify companies and sectors of interest.
Grade the company on the Wodan Score: fundamentals, growth, valuation and risk.
Size an allocation suited to the investor's profile.
Track performance, fundamentals and market conditions continuously.
Act on hedging, income and profit-taking opportunities as they appear.
WHO WE WORK WITH
Income is built from dividend-paying equities, money market holdings and options, in whatever mix produces the cash flow you need.
WHY WODAN
Personalized service and direct access to your adviser.
You learn how the portfolio works, not just what’s in it.
A clear fee schedule, shared up front, with no account minimums.
Markets move faster than meetings. Decisions go straight to execution.
Beyond the village lies opportunity. We help you invest with purpose, so you can live the life you envision.
GET IN TOUCH
There is no cost and no obligation to an introductory call. We will talk about what you are trying to build, and whether this is the right place to build it.