Firm Overview - History

• Osborne Partners Capital Management's history dates back to 1937, when the firm began as a wealth manager of substantial family assets.
• In 1988, the firm began to be included in Institutional databases. The consultants monitored the performance and characteristics of our Large Cap Growth product.
  
• In 1989, the firm was acquired by Northern Trust.
  
• In 1998, the firm became private through an employee led buyout, and became Osborne Partners Capital Management.
  
• Today, the firm employs an investment management team of seven portfolio managers and analysts, with business development, client service, and portfolio administration segments.