Firm Overview - Introduction

Osborne Partners Capital Management is a dedicated institutional asset manager that provides comprehensive, active wealth management, and the personal service usually associated with a boutique investment advisor.

Headquartered in San Francisco, OPCM specializes in Large Cap Growth equities management for Institutions and comprehensive wealth management for Individuals. The firm manages approximately $800 million.

Institutional clients hire OPCM for our Large Cap Growth products. In Institutional databases, our legacy Large Cap Growth product has the enviable distinction of beating its institutional benchmark for the last six rolling ten-year periods, while typically achieving top quartile status for risk metrics.

Individual clients employ OPCM for our Global Strategic Asset Allocation, which is our active wealth management product. Client portfolios are allocated across five different asset classes depending on risk / return parameters set by a client's Investment Policy Statement. Each portfolio has an allocation to Equities, Fixed Income, Natural Resources, Real Estate, and Cash.