Open Door Investment Advisors, Inc.

Open Door Investment Advisors, Inc. is a fee‑only registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, and retirement plans, with an emphasis on high‑net‑worth clients. The firm reports about $36.8 million in assets under management, two advisors, and roughly 50 client relationships; financial planning services are offered at no charge while investment accounts are custodied at qualified custodians with trading authority granted via a limited power of attorney.

The firm’s investment approach is conservative and long‑term, focusing on buy‑and‑hold portfolios of individual, well‑known companies supplemented as appropriate with ETFs, mutual funds, cash, and ultra‑short‑term income ETFs. Open Door uses fundamental analysis as its primary research method and employs technical analysis as a secondary timing tool, maintains generally low turnover, and tailors allocations to client liquidity, tax, and legacy considerations with at least annual reviews and additional reviews when triggered.

Notably, the brochure describes practices that include permitting borrowing in separately managed accounts, an arrangement that is uncommon among similar supported firms, and the firm generally does not serve non‑high‑net‑worth retail individuals. The firm also emphasizes its fiduciary, fee‑only model, the individualized construction of equity‑heavy portfolios (rather than pooled or model portfolios), and custodial relationships with Charles Schwab and legacy Goldman Sachs for account administration and fee deduction.