Osborne Partners Capital Management, LLC

Investment Strategy

Osborne Partners employs a multi-asset class approach, actively managing client portfolios across seven major asset classes. The firm eschews mutual funds and outside managers in favor of constructing portfolios mainly with individual securities, managed in-house by a team of CFA charterholders. Their philosophy emphasizes risk reduction, stock-like returns with less than 60% stock allocation, and high customization similar to large foundations and endowments. Active financial planning from experienced CFP professionals complements their investment management for each client. Their approach focuses on generating consistent returns, minimizing downside risk, and comprehensive, fee-only advisory solutions.