Objectives-Based Investing (OBI) or Goals-Based Investing describes not only an investment philosophy, but also a method of implementation that sets it apart from traditional financial planning.
OBI
What is Objectives-Based Investing?
Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The result is one or more customised portfolios each designed to achieve a specific desired outcome over a defined period with a high probability of success.
Building an objectives-based investment strategy
Objective-Based Investing (OBI) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives.
Profile Financial Services is a boutique firm of financial and investment strategists, with a long history of delivering high-quality, tailored, fee-based financial solutions to its clients and their families.