A complete list of active advisors currently associated with Osage Pacific Advisors, Inc.

Warmer can help you find a great advisor at Osage Pacific Advisors, Inc. or one who fits your needs even better.

The firm provides investment management and financial planning to individuals, high-net-worth individuals, trusts and estates, participants in employer-sponsored retirement plans, pension and profit-sharing plans, businesses, and private funds. Services include portfolio management using individual securities and mutual funds and project-based financial planning delivered by a single-advisor practice. Osage’s investment process emphasizes overall asset allocation first and then security-level selection, constructing customized, diversified portfolios and generally favoring longer-term holdings while using strategies such as dollar-cost averaging, options, and occasional short-term trades or margin only when judged appropriate. The firm typically manages accounts on a discretionary basis but will accept client-imposed restrictions and, when requested, provide non-discretionary management or pension consulting for plan sponsors and participants. Notable distinctions for a solo independent adviser include a principal’s involvement with a related investment adviser entity and as sponsor/general partner of a private specialty income fund, although the brochure states the firm does not offer those fund services to its advisory clients and discloses it will not recommend related funds where a conflict exists. The brochure also discloses prior administrative actions for failing to notice-file or register in certain states (including a settlement and a $15,000 fine), and the firm’s documented use of private placements, subordinated debt, and structured-note opportunities for eligible clients is atypical among peers of similar size.

To learn more about the advisors currently working at Osage Pacific Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.