Investment Management

OBM helps nonprofits protect and build their assets through disciplined, diversified investment management.

Using our rigorously disciplined approach, we create diversified portfolios of low-cost mutual funds. Our approach to investing helps nonprofit organizations attain financial security and build for the future.

Here are a few reasons nonprofits choose OBM as their investment manager:

• We are an independent, fee-only advisor. We don’t sell any products or accept commissions. We represent the interests of our clients alone.
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• Our track record is excellent. Our disciplined investment process has served our clients well over the years. We preserve and grow our clients’ capital by earning attractive returns with below-average risk.
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• We understand nonprofits. We have worked with nonprofits for many years and we know the often-conflicting pressures of meeting immediate cash needs and building for the future. We can help you develop a reasonable strategy to achieve both goals.
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• We educate your Board of Directors on their fiduciary responsibilities. We will meet with the Board on a regular basis to review our performance and discuss any changes in strategy.

Please contact us to learn more about how we can help your organization.