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 six 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, 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.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria: required:1. Credentialed as an registered investment adviser (RIA) or representative; 2. Actively licensed as an RIA or principal of an RIA firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional - additional information available upon request); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients and may not be representative of any one client's experience because award issuer does not track experiences of the investment adviser's clients. Adviser knows of no unfavorable ratings. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment performance or success. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
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