Objective Advisors, Inc. is a Registered Investment Advisory (RIA) firm dedicated to providing "objective" investment management services to financial institutions. All of our investment recommendations are tailored to the specific circumstances of each client, taking into consideration management's growth objectives and ALM risk profiles.

Our investment management services include the following:

Review of Investment Policy
Annual review conducted in order to ensure compliance with the latest regulatory guidelines.

Investment Portfolio Reviews^TM
Detailed planning documents that explain the recommended strategy and how it relates to the rest of the institution's balance sheet and ALM risk profile.

Please contact us to request a FREE SAMPLE of our portfolio review service.

Accounting Reports
Easy-to-follow accounting reports compiled by a third party vendor and delivered via internet to each client during the first three business days of each month.

Please contact us to request a FREE SAMPLE of our accounting report service.

Management of Investment Transactions
Non-discretionary execution of all transactions through the institution's board-approved network of broker dealer firms.

Regulatory Documentation
In-depth reporting of each transaction, including how it fits into the overall portfolio strategy and how it compares to alternative product offerings.

Education & Training
Ongoing training of staff, ALCO and Board members on both specific plan recommendations as well as general investment-related topics.