WHY THE NAME OBSIDIAN INVESTMENT
Just as obsidian is created from Fire and
Water, when we create a portfolio for a
client we use non-correlated asset
classes to lessen risk and increase
The portfolio we build for our clients is
sharp and precise, individually tailored to
their risk tolerance and time horizon. We
do not believe that one size fits all when
it comes to asset allocation.
We are tax efficient. We use Exchange
Traded Funds and Index Mutual funds to
cover asset classes and sectors of the
markets. This reduces the possibility of
unwanted capital gains distributions.
We are inexpensive. By using ETFs and
index funds we avoid the high fees built
in to many mutual funds that reduce your
Like the rock from which we take our
name we are useful. We remove the
burden of investment decisions from
your shoulders. We create, monitor, and
rebalance a portfolio of investments
based upon your financial needs and
If you are looking for comprehensive,
institutional quality, investment
management contact us today at
Obsidian is the result of volcanic lava
coming in to contact with water. Often the
lava pours into a lake or ocean and is
cooled quickly. This process produces a
black rock with a glassy texture.
Obsidian has been a useful tool to
mankind. The edges are sharp and
precise. Ancient cultures used obsidian
for arrowheads, knives and axes.
Today obsidian blades are used in
scalpels for cardiac surgery.
Even with its natural beauty and many
uses obsidian is inexpensive and
CLIENT CENTERED INVESTMENT
DAN MAFFETONE, PRESIDENT
NY State Residents only, please.