Since 1937, Osborne Partners Capital Management, LLC (OPCM) and its predecessors have actively managed diversified, multi-asset class portfolios for families and institutions.
Headquartered in San Francisco, the firm manages approximately $1.5 billion in assets (as of 6/30/2014). OPCM's seven member investment team averages over 20 years of experience, and each possess a master's degree, CFA® (Chartered Financial Analyst®) charter, or both designations.
OPCM enables individuals to have portfolios managed similarly to successful foundations and endowments. We believe the most important characteristic of a portfolio is how it defends against flat to down markets. Our strategy is accomplished by allocating portfolios over five major asset classes; equities, fixed income, natural resources, real estate, and alternative assets.
The investment team manages portfolios comprised of individual securities versus using outside managers and mutual funds. Similar to institutions, individual client portfolios are customized, and managed to each client's Investment Policy Guidelines.
The result? OPCM has a history of long-term performance, strong risk metrics and low downside capture, with tax efficiency and an unparalleled level of client service.
Because investing is not an exact science, we believe that it is necessary to have a definite plan to avoid or minimize the risks present in investing money.
firm co-founder -1937