Osborne Partners Capital Management, LLC

Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions. Our privately held firm manages $2 billion (12/31/2022) in client assets with offices in San Francisco and the Silicon Valley. On the investment management side, the firm is unique because client portfolios are managed in-house by a team of CFA Charterholders, who use a style-agnostic discipline with all individual securities managed over six asset classes versus using outside managers or products. This reduces fees and adds to tax efficiency. On the financial planning side, each client has their own dedicated Wealth Counselor who is a Certified Financial PlannerTM (CFP) with at least ten years of experience. Wealth Counselors create and actively manage customized financial plans, provide comprehensive financial advice, and educate clients about their multi-asset class portfolios. Successful CFA Charterholders and CFP profe...