About Us:
OBS has been in business for over eight years providing financial services to Institutions through its Registered Investment Advisory firm - OBS Financial Services, Inc.
OBS Financial Services, Inc. (OBSFS) provides a Turn-Key Asset Management Program (TAMP) which includes efficient support such as practice management, training, portfolio analysis, technology and risk adjusted performance. OBSFS assists Financial Institutions and Qualified Plan providers to aggressively and profitably grow their assets under management.
OBSFS initially will approach your Institution much like a consultant. Our people are highly trained and experienced in working with complex organizational structures pertaining to Bank, Credit Union and Trust entity marketing, sales and distribution solutions.
OBSFS has had the opportunity to evaluate the present situations against the desired outcome. OBSFS hosts a forum to include practice management training and education, which will help to increase both productivity and effectiveness in the delivery of fee-based investment products. OBSFS has many third party references who are willing to share with you their success based upon the solutions that OBSFS has brought to them over the years.