Building Rooftops

"After working as a portfolio manager for a large institution, I realized a customized boutique approach to managing client portfolios is best for clients. I left a large institution environment, joined our firm in 1980, and am in my fourth decade of a great decision."

- Charles D. Osborne, II [Chairman]

"Successful compliance is about being consistently methodical, thorough and firm - the key is repeating this formula."

- Alicia W. Cheng [Chief Compliance Officer]

"We wanted to build a portfolio management team with diverse backgrounds, education, and experience, all with one common goal - discovering the best risk-adjusted investments. We succeeded."

- Justin W. McNichols, CFA [Chief Investment Officer]

"We have the whole financial package - an investment management team that rivals the big institutions, the depth of services that challenges the mid-size firms, all wrapped up in an employee owned boutique."

- Deglin F. Kenealy [OPCM Board Member]

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  • Our Story

Osborne Partners is Your Wealth. Solved.

Osborne Partners delivers sophisticated investment management and active financial planning.
Click here to see our decade in review.

In 1937, Jack Stephenson was a partner with Dodge & Cox, and Phelps Hunter was a Portfolio Manager with Crocker Bank. Jack and Phelps had a vision to build a boutique firm that provided sophisticated institutional investment management and active financial planning for a focused group of high profile families.

Today most of Osborne’s talent is found by hiring all-stars from large institutions, and having them laser focused on their best skills. These focused team members each “wear one hat”, and work together to solve your wealth.

Your portfolio is managed by a team of experienced CFA® Charterholders (the most difficult and rigorous designation to earn in the industry), whose only responsibility is to achieve our two simple investing goals.

Your main point of contact is your own knowledgeable CFP® professional with at least a decade of experience, whose only responsibility is to truly get to know you, and educate you about your customized portfolio and active financial plan.

Over 80 years later, Osborne Partners continues the tradition of solving wealth for families and institutions. Osborne Partners continues to be a private company. Ownership has evolved from the original two founders to the diverse ownership today, which includes 14 current employees.

WHAT MAKES US DIFFERENT

  • Customize portfolios over six major asset classes similar to large foundations and endowments
  • Manage portfolios in-house versus hiring outside managers
  • Use nearly all individual securities versus buying mutual funds
  • Long history of generating stock-like returns with less than 60% allocated to stocks.
  • Concentrate on reducing downside risk
  • Include customized, active financial planning services from experienced CFP® professionals on staff
  • 2010
  • 2011
  • 2012
  • 2013
  • 2014
  • 2016
  • 2017
  • 2018
  • 2020
  • 2010 —

    OPCM reaches $1 billion in assets under management

  • 2011 —
  • 2012 —
  • 2013 —

    OPCM reaches $1.5 billion in assets under management

  • 2014 —
  • 2016 —
  • 2017 —

    Osborne Partners celebrates 80th year. Team includes 14 owners.

  • 2018 —
  • 2020 —

    Clients cover 33 states. Justin McNichols, CFA (CIO) celebrates 20 years with Osborne Partners.

  • Figure Year of Inception Year of Inception
  • Assets (in billions) under management as of December 31, 2020
  •  Number of Employees
  •  Number of employees who are owners of OPCM
  •  Number of years our longest-term client has been with OPCM
  • Figure Percentage AUM liquid investments Percentage of AUM in liquid investments
  • Figure Cost to create financial plan Extra cost to create a Financial Plan at OPCM
  •  Number of states OPCM clients reside
  •  Number of generations OPCM has managed portfolios for many families
  •  CIO Justin McNichols’ ranking in the top-120 according to Barron’s 2015 Top Advisor Rankings: California (and is the 16th ranked advisor on the list that is not with a firm also registered as a broker).

Barron’s Ranking The Barron’s “2015 Top Advisor Rankings – California” for Justin McNichols of Osborne Partners Capital Management, LLC (“OPCM”). The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors that may include only a sample of the experience of OPCM’s clients. The rating is not indicative of future performance. OPCM did not pay a fee to participate in the Rankings. According to Barron’s: The formula Barron’s uses to rank advisors is proprietary. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.

OPCM did not pay a fee to participate in the Barron’s Best Financial Advisor Rankings of California. The formula has three major components: assets managed, revenue produced, and quality of practice.