Founded: 2000

Assets Under Management: > $1.5b (12/31/2013)

Employess: 21
OBS Financial Services, Inc. (OBSFS) is a Registered Investment Advisory firm providing outsourced investment solutions to Financial Institutions and Qualified Plan Providers throughout the country. By offering comprehensive sales, marketing, operational and technological support, OBSFS is dedicated to providing fee-based investment management solutions that enable its clients to effectively and profitably grow their businesses. Our effectiveness results from taking a global view of our clients, working collaboratively with each firm’s management team, investment advisors and trust officers. Our experience with various infrastructures, technology applications and investment platforms equip us with the skills necessary to address each institution’s unique challenges ultimately enabling
them to grow their client base and increase their assets under management. Specifically, we have successfully assisted our clients in:

  • Offering a competitively priced fee based managed money solution that delivers solid
    investment results for their clients;

  • Providing a consistent solution across multiple lines of business;

  • Establishing a significant source of non-interest income;

  • Solving the challenges associated with serving the small account marketplace; and

  • Creating a competitive edge in their markets.