About Us

Objective Advisors, Inc. is a cost-effective, strategic solution for credit union executives who are looking to outsource the complex tasks of managing their institution's ALM and Investment Management functions.

Objective Advisors, Inc. was formed in 1995 to provide a higher level of quality in financial advisory services to credit unions.  All of the revenue received by the firm is fee-based vs. commission-based.  For ALM, each client's fee is determined by the size and complexity of their balance sheet, while for investment advisory, the fee is based solely on the amount of investment assets under management.

As the firm has grown, the "objective" credo has become ingrained in our corporate culture, enabling us to remain completely independent and unaffected by outside pressures that might otherwise bias the financial advice being provided.

Objective Advisors, Inc.'s ongoing commitment to our clients is that their interests will always come first.
Objective Advisors, Inc. is a Registered Investment Advisory firm that is regulated by the Securities & Exchange Commission.
"Objective Advisors has been a valued partner of our credit union since 2005.  They always strive to provide the best ALM and investment advice, and have helped our organization perform well in a challenging financial environment.  The analysts at Objective Advisors have worked with the modeling software for many years, and the accuracy of their forecasts gives us confidence to pursue our strategic objectives.  Our ALM committee appreciates that Objective Advisors makes the time to present and explain the reports so that they can fully understand the information."

$400 million FCU
Central U.S.