A complete list of active advisors currently associated with Osborne Partners

Warmer can help you find a great advisor at Osborne Partners or one who fits your needs even better.

Osborne Partners Capital Management provides discretionary and non‑discretionary investment management and integrated financial planning to individuals, families, trusts, foundations, endowments, corporations, retirement plans and other entities, and also serves as a sub‑adviser to unaffiliated investment advisers. The firm’s services include tailored portfolio management across multiple asset classes, 401(k) participant and plan management, and facilitation of estate‑planning documents through a third‑party platform. OPCM emphasizes actively managed, globally diversified multi‑asset portfolios that are implemented according to client‑specific Investment Policy Guidelines; the investment team combines quantitative screening, fundamental research and third‑party data sources to select securities. Portfolios are typically constructed over a limited implementation period and the firm uses individual bonds, alternative instruments and hedging to manage income and downside risk. Compared with many team‑sized peers, OPCM is notable for operating an affiliated private pooled investment vehicle and for providing portfolio management to pooled vehicles, and for offering performance‑based fee arrangements both in that fund and for qualifying separately managed accounts. The firm also acts as a sub‑advisor to other advisers and, in its affiliated fund strategies, employs short selling, hedging and leverage/margin features that create trading and allocation dynamics less common among similar firms.

To learn more about the advisors currently working at Osborne Partners, 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.