About Odyssey Advisors

Odyssey Advisors, LLC was founded in 2000 by Paul & Meri Anne Woods. At the time, both had around three decades of experience each in various segments of the investment industry. Their goal was to start a firm that offered unique products, superior returns, and responsive client service. Odyssey Advisors, LLC is an investment advisor, registered with the SEC, and qualifies as a woman-owned business. The company is owned by the founding principals. Our portfolios are long only and consist of individual securities, not mutual funds. No bills are paid in “soft” dollars to avoid potential conflicts of interest.

It’s an open secret that many investment advisors have trouble outperforming the S&P 500 Index, even though this index represents a relatively unattractive segment of the stock market. We raise the bar by using Russell indexes for comparison purposes. These specifically target our segments of the equity market and most have historic returns significantly higher than the S&P 500.

Our research is independent and we follow many companies not covered by Wall Street. We start with proprietary quantitative screening techniques to filter a database of over 14,000 stocks down to a few companies. We then use disciplined independent, research on company fundamentals to identify the most attractive investments. In addition, to try to ensure that everyone is on the same page, employees of Odyssey are encouraged to invest in the same portfolios as their clients.

By using bonds to provide income and control risk in combination with one of our four equity portfolios, we have the ability to custom tailor portfolios to meet a wide range of investment objectives and risk tolerances. We’re not mutual fund salesmen, so our equity and fixed income portfolios consist of individual securities.