Osborne Partners Capital Management LLC

Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets.  Our investment team averages over 25 years of experience, and each has earned a MBA, CFA, or both designations.  OPCM presently manages approximately $1.4 billion in assets for clients (as of 3/31/16).