About

Osborne Partners is Your Wealth. Solved. For over 85 years, Osborne Partners and its predecessors have actively managed diverse, multi-asset class portfolios for astute investors ranging in size from $1,000,000 - $100,000,000. We manage approximately $2.2 billion in assets (as of 12/31/2023) and have clients across 30+ states. Osborne Partners is headquartered in San Francisco with an additional office in Silicon Valley. We provide sophisticated investment management and active financial planning for one simple fee based on asset level. Our two investment management goals: 1. Achieve stock-like returns with far less risk – portfolios match or beat the returns of global stocks over the long-term, but are typically comprised of only 40-70% stocks. 2. Outperform during 10%+ market corrections – losing less in down markets equates to greater total performance over the long-term. Ready to have Your Wealth Solved? Subscribe now. For disclosures: https://osbornepartners.com/disclosures/

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