Objective Investments, LLC

Overview

Objective Investments, LLC operates as a small, fee-based advisory focused on individual and family clients. The firm’s portfolio activity centers on exchange-traded equities as the primary engine of return, supplemented by mutual funds and annuities for diversification and income management. It also allocates to real estate through third-party managers, indicating a willingness to use external alternative managers to access property exposure rather than building a large in-house alternatives platform. Service-wise, the firm offers portfolio management for individuals and small businesses and provides pension consulting services, suggesting a mix of individual wealth management and some advisory work for small employer plans. The fee model is a percentage-of-AUM arrangement, and the adviser does not advertise an active ESG investing stance or multi-state advisory coverage.

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Public Holdings

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Location & Offices