About Us

Our independent solutions will help deepen your client relationships. Indeed, everything we do has a single goal: to contribute to your success.

FT 300

OBS Financial provides investment and operations outsourcing services to financial institutions around the country. Our clients include bank Trust departments, retail broker dealer advisors, independent financial advisors, and retirement plan professionals. We offer an array of fee-based investment products and platforms intended to help you easily – and efficiently – grow your business.

At OBS Financial, our highly experienced team provides sales, marketing, operations, and technology solutions especially designed to meet each institution’s unique challenges. In an industry where new investment processes and delivery channels are constantly introduced, we make it our business to help clients adapt quickly and remain competitively relevant.

As of September 30, 2017, OBS Financial manages $1.85 billion in discretionary and non-discretionary assets.  However, in addition, OBS Financial provides model portfolio services, acts as a strategist, effects trade execution and provides other investment management services for other clients whose assets total over $357 million.