Global Market Access
Research and strategies across international markets.
OBCDian Asset Management
Your ambition.Our conviction.A lasting future.
Bring purpose to your capital. Discover a thoughtful approach to asset management, shaped around your goals and the life ahead.
Your today. Your tomorrow. Our commitment.
The OBCDian perspective
Built around what matters
A broader perspective.
A clearer direction.
Purpose · Perspective · Partnership
Purposeful strategy
A clear direction for your capital.
A considered approach
Opportunity viewed through the lens of risk.
Long-term perspective
Decisions built around the bigger picture.
Build Your Investment Strategy
Your goals deserve a clear investment plan. Discover how OBCDian connects market research, disciplined portfolio construction, and transparent communication to help you make informed decisions.
Why choose OBCDian?
When choosing an asset manager, look for an approach you can understand. OBCDian brings research, risk awareness, and clear reporting together, keeping your goals at the center of the conversation.
OBCDianOur approach · 36 seconds
Meet OBCDian
Your goals. A clearer direction.
An asset management approach built around purposeful planning and informed decisions.
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Read the introduction
Your goals. A clearer direction. An asset management approach built around purposeful planning and informed decisions.
Turn information into insight. Explore market research and portfolio analytics to understand the thinking behind a strategy.
Keep risk in the conversation. Portfolio construction, diversification, and risk assessment help give investment decisions structure.
Know the why behind your portfolio. Clear communication and transparent reporting help you stay connected to your investment journey.
Insight. Clarity. Confidence. Choose an approach that connects research, disciplined planning, and a focus on your goals.
Joe Gomes, Founder. Let’s build your financial future together, honestly, transparently, and with purpose.
Built around your goals
Insight. Clarity. Confidence.
Real-Time Monitoring
Transparent portfolio tracking and performance reporting.
Advanced Analytics
Data-driven insights for informed decision-making.
Client-Focused Solutions
Research, transparent reporting, and dedicated support in one place.
Access market insights & research.
Explore InsightsUnderstand our approach to reporting & transparency.
Clear CommunicationReach out to our team for support.
Contact UsTransparent Philosophy
Clear principles behind every client relationship.
Transparency and client trust are the foundation of our approach. We believe in clear communication, honest risk assessment, and empowering clients with the knowledge to make informed investment decisions.
Our Core Philosophy
The OBCDian approach
StrategyIntelligenceGrowth
OBCDian
Innovative technology. Strategic insight. Personalized growth.
01
Strategy
Purposeful decisions, grounded in a disciplined process.
02
Intelligence
Technology and research that bring clarity to complexity.
03
Growth
Personalized guidance focused on the future you envision.
A perspective beyond the page
Ideas in motion
OBCDian vs S&P 500 Performance
2025 cumulative percentage returns ending December 31.Illustrative monthly path · Annual return supplied by management
Important: Past performance does not guarantee future results. Returns are shown as cumulative percentages from the start of 2025. OBCDian’s 27.8% annual return is supplied by management. Its monthly path is illustrative, based on approximate chart scores with November interpolated; it does not represent recorded monthly returns. S&P 500 figures are USD total returns, including reinvested dividends. Source: S&P Dow Jones Indices.
Return Sources: Alpha vs Beta
Understanding performance and the cost of management
Alpha: Beyond market exposure
Performance beyond what market exposure and risk would explain. Alpha can be positive or negative; it is not a management fee.
Beta: Sensitivity to the market
How strongly a portfolio tends to move with its benchmark. Beta describes market risk, rather than a fee or a guaranteed return.
Management fee: Cost of the service
The charge for managing your portfolio, separate from investment performance. Fees and other costs reduce the return you keep.
Founded in 2021Discuss our fees
Alpha & Market Contributions
Illustrative scenarios showing two sources of return
Alpha contributionMarket contribution
Educational illustration, not historical performance or a forecast. Beta measures market sensitivity; it is not itself a percentage return. Founded in 2021.
Strategic Allocation
Diversified approach combining growth, value, income, and hybrid strategies
- Growth (40%)
- Value (25%)
- Income (23%)
- Hybrid (12%)
Fees in Context
Annual percentages, separate from investment performance
OBCDian management fee
1.8%
Per year, supplied by management. Additional fees are separate; confirm your applicable rate in your agreement.
Canadian equity mutual funds
~2.0%
Average MER cited by OSC investor education. Includes management and operating expenses; not an average for all Canadian asset managers.
Performance & other fees
Additional costs
Performance-fee rates and other charges depend on applicable terms. Request the full fee schedule for your total cost.
Discuss feesThese measures cover different services and expenses. Our 1.8% base management fee is 0.2 percentage points below this approximate 2.0% MER reference. Additional fees can increase your total cost; this is not a comparison of all-in costs. Source: OSC investor education (updated July 2, 2026).
The OBCDian difference
Why Choose OBCDian Asset Management?
Clear thinking. Considered risk. Personal attention.
We're a small, specialized firm focused on derivatives strategies, risk management, and honest client relationships. Our investment solutions are grounded in research and built around your goals.
Derivatives-First Strategy
Our core expertise lies in derivatives strategies including options, futures, and advanced hedging techniques. We specialize in helping clients manage risk, enhance returns, and navigate volatile markets with precision and transparency.
CORE STRATEGY
Transparent Reporting
No hidden fees. No complex jargon. We provide clear, straightforward reporting on every position, transaction, and strategy. Our clients always know exactly what they own, why they own it, and what it costs.
CLEAR REPORTING
Founded in 2021
As a young firm, we bring fresh perspectives and modern approaches to asset management. Unburdened by legacy systems, we focus on innovation, client relationships, and building a reputation based on integrity and results.
ESTABLISHED 2021
Educational Focus
We believe informed clients make better decisions. Through research papers, market insights, and educational resources, we empower our clients to understand the strategies we employ and the markets we navigate together.
CLIENT EDUCATION
Boutique Approach
As a small firm, every client matters. We offer personalized attention, customized strategies, and direct access to our team. You're not just an account number; you're a valued partner in this journey.
BOUTIQUE SERVICE
Client-Centric Mission
Our success is measured by yours. We align our interests with our clients through transparent pricing, honest communication, and a commitment to delivering strategies that match your risk tolerance and financial goals.
CLIENT-FIRST
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Insight.
Strategy.
Performance.
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