Josh Oder

Founder/Investment Adviser

Josh is the founding partner of Oder Investment Management, LLC. He has over 20 years of experience in the industry and is responsible for portfolio management, investment plan construction, new client generation and strategic planning. Josh has been named a Five Star Wealth Manager, by Five Star Professional, and featured in Los Angeles magazine for five consecutive years. This award is received by less than 5% of nominees and given to advisors who meet the criteria listed below. His professional registrations include the Series 7 and 65 licenses.

Josh is active with his family in a number of local charities and is a member of the Pepperdine University Board, Pepperdine Athletic Department Board and Provisors in the Woodland Hills chapter.  He graduated from Pepperdine University with a Bachelor of Arts degree in Economics.  In addition to attending school he also played 4 years for the Pepperdine baseball team and earned second team all conference honors in his Sophomore, Junior and Senior years.

He currently resides in Calabasas with his wife and two daughters.

 

 

Five Star Los Angeles Wealth Manager Selection Award candidates will be evaluated on 10 objective eligibility and evaluation criteria. Only those who meet the criteria will be selected as a Five Star Wealth Manager:
Credentialed as an investment advisor representative or a registered investment advisor
Actively employed as a credentialed professional in the financial services industry for a minimum of five years
Favorable regulatory and complaint history review
Fulfilled their firm review based on internal firm standards
Accepting new clients
One-year client retention rate
Five-year client retention rate
Non-institutional discretionary and/or non-discretionary client assets administered
Number of client households served
Education and professional designations