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General Information

OPCM Solutions

Osborne Partners Capital Management, LLC and its predecessors have remained committed to providing wealth management for families,
individuals, foundations and endowments since 1937. Headquartered in San Francisco since inception, OPCM employs an experienced investment management team. Each Portfolio Manager and Analyst possess an MBA, the CFA® (Chartered Financial Analyst®) charter, or both designations and averages more than 20 years of experience in financial markets.

OPCM Solutions Brochure 2017