Your Wealth. Solved.
The wealth management industry has been complex and confusing since our founding in 1937. Even the most substantial investors usually do not know the answers to:
- Who actually manages my portfolio?
- How is my portfolio managed?
- Why does losing less help me outperform?
- Why should my portfolio be customized to me?
- What are my actual fees? How many layers do I pay?
- How talented is my financial planner?
- Why should my financial plan be active?
- What is the background of my team, and why are CFA® Charterholders and CFP® Practitioners so important?
Osborne Partners fixed everything that is wrong with the industry. For 83 years, we have built a firm that optimizes each of these questions for you.
Osborne Partners is Your Wealth. Solved.
INVESTMENT MANAGEMENT
Where do you find a firm that builds your portfolio with a multi-asset class discipline, using only individual securities versus mutual funds, outside managers, and expensive, illiquid products?
Where do you find a firm that can deliver to you a long history of equity-like returns while losing less in down markets?
Osborne Partners is Your Wealth. Solved.
FINANCIAL PLANNING
Where do you find a firm that treats your financial plan as an active, fluid strategy?
Where do you find a firm that provides your own personal CFP® Practitioner with decades of experience who uses their knowledge and the firm’s tools to solve your wealth from retirement analysis, to tax strategies, to philanthropy, to next generation planning and education?
Osborne Partners is Your Wealth. Solved.
TEAM
Where do you find a firm with a team of experienced CFA® Charterholders making all decisions on your customized portfolio?
Where do you find a firm with your single point of contact being an experienced CFP® Practitioner who knows your individual financial plan strategy and customized portfolio?
Where do you find a firm with a team of client service specialists who average over 20 years of experience providing top quality service and an attention to detail?
Osborne Partners is Your Wealth. Solved.
FEES AND REPORTING
Where do you find a firm that provides you with thorough and transparent reporting, coupled with a simple, easy to understand fee from a firm with only one source of revenue since our founding in 1937 – wealth management fees?
Osborne Partners is Your Wealth. Solved.