Osborne Partners Capital Management LLC
About
Osborne Partners has an 84‐year history of institutional quality investment management and high level active financial planning.
Headquartered in San Francisco with an office in Silicon Valley.
At approximately $1.9 billion in client assets under management (as of 3/31/21), Osborne Partners is perfectly sized. Smaller than the mega‐sized brokerage and mutual fund firms, but larger than most boutiques that lack experience and depth.
Clients with $1 million to $100 million spanning across 31 states, with many third and fourth generation relationships.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
I typically have an initial complimentary consultation followed by an in-person meeting to fully understand each client's unique situation and address their financial objectives.
What education and/or training do you have that relates to your work?
I have a Bachelor's Degree in International Finance from the University of Vermont and over 25 years of experience in wealth management.