AFFILIATION

Odyssey Advisors is affiliated with the accounting and consulting firm, Chiampou Travis Besaw & Kershner LLP. CTB&K consists of more than 90 people including eight partners, 62 professional staff and 10 support staff. The professionals include 45 certified public accountants, 2 tax attorneys and 2 certified valuation analyst.


CTB&K provides auditing, accounting, and tax planning services, and also provides assistance in obtaining financing, financial systems consulting, litigation support services, development of incentive compensation plans, operational efficiency audits, and development of business succession plans.

• Fidelity will hold all client assets and provide record-keeping, trade execution and generate monthly statements.
  
• Trade confirmations are sent at execution or quarterly. We also provide a year-end summary of trades, cash flows and income receipts for easy tax preparation. 
  
• Client accounts will be available to view online via Fidelity’s custody website or through a link on our firm website at any time.
• Historical performance reports are prepared annually or at the client’s request.