Our Philosophy
Investment Management
While Wall Street’s financial innovations over the last two decades have democratized access to potentially beneficial investments, they have also increased the complexity. That requires greater sophistication to navigate such investments. Obsidian CIO provides the necessary infrastructure and investment expertise to effectively navigate an increasingly complicated and nuanced global financial market. We work to manage market gyrations while uncovering proactive investments for your client base. As your OCIO, we oversee every aspect of investment management, from customized model construction and ongoing management to analyzing individual client-based investment requests. In short, we are your investment team. Our offerings include:
- Model portfolio construction and maintenance
- Proactive portfolio analysis & manager due diligence
- Advanced tax harvesting techniques
- Recommended unique alternative investments
Practice Management
We provide a full suite of operations support, including trading, rebalancing, and tax management. Through weekly practice management and investment calls, we provide a detailed review of client portfolios, analysis of new and prospective clients, and market and portfolio updates. Our seamlessly integrated advisor technology provides the analytics for practice management discussions centered around opportunities to increase advisor efficiencies.
Integrated Technology
Advisor technology is essential in creating efficient and scalable practices. By integrating advanced tools, we enable advisors to streamline workflows and improve client engagement. Our commitment to understanding the unique challenges advisors face allows us to deliver tailored solutions that enable them to focus on building stronger client relationships and allocate resources more efficiently. This proactive approach is a cornerstone in driving advisor growth and profitability.
Marketing Resources
Obsidian CIO’s marketing tools are tailored to support advisors, enhancing their relationships with clients through meaningful and consistent year-round communication. With customizable, white-label-ready resources and outreach templates, we empower advisors to establish themselves as thought leaders across a variety of channels such as market commentary, research reports, and podcasts.
