OBSFS offers a unique series of model portfolios utilizing asset class funds from Dimensional Fund Advisors with the goal of generating the highest returns for the lowest corresponding amount of risk. The portfolio series strives to limit portfolio turnover, reduce trading costs and trade friction which tend to erode total returns to end clients. The portfolios are also inherently tax efficient because of the style of management and low turnover ratio. The portfolios are perfectly suited for delivery in Financial Institutions, specifically trust departments, as they adhere to the Prudent Investor Rules.

The core series of portfolios, the Efficient Frontier Series, were built to be structured asset class portfolios that follow Modern Portfolio Theory by reducing risk through diversification of asset classes. Trust officers and advisors can also tilt these core portfolios to include a higher or lower percentage of exposure to small and value asset classes depending on the client’s needs. The Efficient Frontier Series utilizes institutional pricing.

In addition, the SA/Efficient Frontier Series is also available. This series was designed to be similar in design to the EFS series except that it places the Service Fee inside the shareholder service charge.