About Us

Our independent solutions will help deepen your client relationships. Indeed, everything we do has a single goal: to contribute to your success.

OBS Financial provides investment and operations outsourcing services to financial institutions around the country. Our clients include bank Trust departments, retail broker dealer advisors, independent financial advisors, and retirement plan professionals. We offer an array of fee-based investment products and platforms intended to help you easily – and efficiently – grow your business.

At OBS Financial, our highly experienced team provides sales, marketing, operations, and technology solutions especially designed to meet each institution’s unique challenges. In an industry where new investment processes and delivery channels are constantly introduced, we make it our business to help clients adapt quickly and remain competitively relevant.

OBS is an indirect subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. (“HTSC”) is controlling shareholder.  HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai, and Hong Kong stock exchanges. OBS and AssetMark have established policies and procedures to maintain all client data in the United States. For more information regarding information security and data practices, please visit AssetMark’s website at assetmark.com.