Our Solutions:
OBS Financial Services, Inc. (OBSFS) is an investment management and consulting firm dedicated to assisting Financial Institutions and their wealth management delivery programs take their businesses to the next level of profitability and growth. OBSFS works with your Institution's Management team, Professional Financial Advisors and Trust Officers to provide fee-based investment management products and platforms. In addition, Strategy & Consulting Services are here to help your wealth management program effectively and profitably deliver fee-based investment offerings. 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 is the comprehensive fee-based asset management solution for Financial Institutions in the United States.
Our Services:
FISS (Financial Institution Sales & Services) provides excellent assistance including hypotheticals, regression analysis and proposal generation.
Our Investment Management Committee:
OBSFS has comprised an Investment Management Committee consisting of Financial Industry Professionals with a total of over 100 years of cumulative investment and fiduciary experience. It is the sole responsibility of the Committee to prudently implement and oversee the investment process pertaining to the assets under management by OBS in accordance with the Uniform Prudent Investor Act (UPIA).
It is the goal of the Committee to achieve long-term investment results through passive money management that provides incremental value over the appropriate benchmarks. The materials within this Due Diligence Investment packet are designed to disclose to you how the Committee is obligated to exercise prudent and reasonable care in managing funds entrusted to their oversight and the processes that are undertaken to accomplish the investment goals and objectives.