OBSFS offers unique model portfolios created utilizing a structured/asset class investment approach that adheres to the tenets of Modern Portfolio Theory. This approach combines the attractive attributes of passive investing with specific aspects of active management to create dynamically managed portfolios that are constructed to provide consistent returns without taking traditional active market risk. We create our portfolios using the asset class funds managed by Dimensional Fund Advisors as the underlying investments.


Our portfolios and processes are designed to limit portfolio turnover and reduce trading costs and trade friction thereby limiting the impact these costs have on client portfolios. Given the style of management and low turnover ratio, the portfolios are inherently tax efficient and are well suited for delivery in Financial Institutions, specifically trust departments, as they adhere to the Prudent Investor Rules.