Our Portfolios

We employ a five-step investment process based on Nobel Prize winning research, comprising decades of financial market data and in-depth studies of investor psychology and behavior.

OBS Financial offers unique series of model portfolios utilizing asset class funds from Dimensional Fund Advisors. We design each portfolio within a series the goal of generating the highest returns for the lowest corresponding risk amounts.

All of our portfolios are structured to follow Modern Portfolio Theory and designed to reduce risk through asset class diversification. Benefitting from our investment management style and low turnover rate, our portfolios are inherently tax-efficient and built to comply with the Prudent Investment Rule – making them ideal for delivery through Financial Institutions.