Welcome to Obsidian Investment Advisers, LLC

Obsidian Investment Advisers is a fee-based, independent, investment advisory firm based in Washington State. As an independent advisor, we work only in the client's best interest, and neither sell nor represent any third-party financial products. We take our fiduciary responsibility to you very seriously in working to help reach your investment goals.

About Us

“Helping Clients Assess and Manage Investment Risk”


Trust, prudence, loyalty and responsiveness are the cornerstones of our business. Our fiduciary responsibility to clients is the top priority. We take pride in providing this highest standard of care, acting only in clients’ best interest, and providing unbiased advice without conflicts of interests. We believe that trust and having clear investment goals are critical to the client-adviser relationship.

Contact Obsidian Investment Advisers today. We’re happy to sit down with you to discuss how our experience and services can meet your needs.

Glenn Gregory

Glenn is a licensed investment adviser with expertise in finance and investments. He founded Obsidian Investment Advisers in 1999, and manages accounts for individuals and institutions. Glenn serves on the North American Securities Administrators Association (NASAA) Exam Maintenance Committee, which oversees content of FINRA Series 63, 65 and 66 exams. Board Memberships: Bank of Washington, Washington Care Services, and Windwood Homeowners Association. Education: Cornell University; University of Virginia’s Darden Graduate School of Business Administration.

Full Biography

Here To Serve You Better.

Trust, Stability, Security, and Growth

Families & Individuals

We work towards YOUR investment goals.

Obsidian Investment Advisers’ process is designed to comprehend your current situation and risk tolerance, and then create a game plan to help you reach goals in a reasonable timeframe. If appropriate, this may include the use of various financial instruments for protecting & growing you assets.

Our professional independence allows us to make recommendations that are truly in YOUR best interest.

Foundations & Endowments

Non-Profits’ have unique needs.

Obsidian Investment Advisers provides fiduciary investment management for not-for-profit organizations, trusts, and endowments. As such,we are sensitive to their unique needs like providing models showing how far into the future funds may last, and being able to work comfortably with tax professionals to meet the demands of Form 990 or 1120-H filings.

Sometimes, an early-stage organization has not yet established or adopted a clear investment policy for its funds. In these instances we work closely with the organization's Board of Directors and/or Investment Committee to craft an investment policy statementthat meets the organization's needs.

Community Associations

Is your association positioned for higher returns?

When board members are novice investors and manage an association’s reserve funds, the result is often sub-par returns. Obsidian Investment Advisers understands the needs of community associations, and has over 10 years’ experience in successfully guiding them in establishing investment policies and decisions. We utilize a complex proprietary analysis, which takes into consideration the cash flow dynamics of current investments in the portfolio and timing and amount of future reserve expenses.

OIA Reserve Investment FAQs OIA HOA Brochure

Client Access

Obsidian Investment Advisers offers its research & advisory services on a fee basis and is not compensated for transactions. You may hold your assets at the firm of your choice and assign Obsidian Investment Advisers discretionary trading authority to manage the assets. The funds are always titled under your name and you are always free to terminate our relationship without cost at any time. Our current clients have accounts at any of the below listed firms:

Contact

For further information,
Please Contact:
Obsidian Investment Advisers, LLC
P.O. Box 3423
Redmond, WA 98072-3423
Phone: (425) 558-5658

info@obsidianllc.com