Pepper Pike, OH Office

Objective Capital Management provides investment management and financial planning to individuals (including high-net-worth and non‑HNW clients) as well as trusts, pension plans, and other institutions. The firm offers both discretionary and non‑discretionary portfolio management and standalone financial planning services tailored to each client's stated goals.

OCM builds and monitors portfolios using a range of methods—fundamental and technical analysis, cyclical analysis, Modern Portfolio Theory, and both long‑ and short‑term trading techniques—and may use sub‑advisers and model portfolios as part of its management process. The firm manages roughly $214 million across about 110 client relationships with a three‑person advisory team and conducts regular portfolio monitoring and rebalancing.

Noteworthy aspects include a disclosed affiliated insurance practice maintained by one principal that the brochure says consumes less than 1% of that person’s time, which the firm describes as a potential conflict the firm seeks to mitigate through disclosures and fiduciary procedures. The brochure also explicitly addresses higher‑risk strategies and assets—such as margin, option writing, and cryptocurrency investments—and details the firm’s use of sub‑advisers and model portfolios, which may distinguish its offerings from many peers.