Osborne Global Investors, Inc.

Osborne Global Investors, Inc. provides investment management and supervisory services to individuals, trusts, estates, charitable organizations, corporations, and explicitly to pension and profit-sharing plans. The firm, led by principal Holmes Osborne, manages portfolios primarily in stocks, certificates of deposit, and corporate and municipal bonds and offers both discretionary and limited non-discretionary arrangements, with the majority of assets managed on a discretionary basis.

The firm’s investment approach is grounded in fundamental analysis: the principal reviews balance sheets and income statements, reads financial and shareholder reports, speaks with company management, and sometimes conducts company visits before making investment decisions. Trades are aggregated and averaged across client accounts, custodians include Charles Schwab and Interactive Brokers, and positions are monitored daily with account reviews performed weekly and annual meetings with clients.

Compared with similarly sized independent advisers, Osborne is notable for serving pension and profit-sharing plan clients and for distributing periodicals or newsletters to clients, features the brochure highlights as uncommon among peers. The principal holds the CFA designation, follows the CFA Society’s ethics guidelines, and serves as the sole advisor responsible for account review and portfolio decisions.