With the successful sale of our sister company, Fountainhead Advisors, to Lido Advisors, we are excited to introduce our new name: Obsidian CIO.

We are proud of our role in assisting our sister advisor group in its tremendous organic growth over the last few years as it surpassed $1 billion in AUM, a testament to our ability to scale operationally while offering sophisticated, institution grade investment solutions.

We chose the name Obsidian because it represents precision, strength, and the creation of high-performance tools. Historically, obsidian was crafted into instruments with unmatched sharpness—tools designed for accuracy. That is what we deliver for RIAs.

While Outsourced Chief Investment Officers have traditionally served large institutions, Obsidian CIO is a technology-driven, outsourced CIO built specifically for independent RIAs. We combine institutional-caliber investment management with scalable infrastructure so advisors can deliver premium solutions, deepen client relationships, and grow — without the overhead of building a full in-house team.

Our platform is designed for ambitious, emerging, and breakaway firms that want to compete with the largest players and win bigger relationships while keeping their brand and control.

We take responsibility for every facet of the investment function — so our partners can scale with clarity and confidence.

Obsidian CIO reflects who we are today: a durable, precise, and tech-forward investment partner built to empower RIAs.

Obsidian CIO – Precision Built for RIAs

To learn more about Obsidian CIO, email [email protected] or call Tyler Jordan at 646-600-8584