Osborne Partners Capital Management

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Since 1937, Osborne Partners Capital Management has actively managed diversified, multi-asset class portfolios for families and institutions.

Headquartered in San Francisco since inception, the firm manages approximately $1 billion in assets. OPCM's six portfolio managers average 30 years of experience, and each possess an MBA, CFA, or both designations.

We offer a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our global asset allocation, routinely referred to as the endowment approach, is used by major colleges and universities. OPCM portfolios are allocated across five asset classes, including equities, fixed income, natural resources, REITs, and alternatives such as private equity and absolute return. The result? OPCM has a history of long-term outperformance, with top-quartile risk metrics and low downside capture.

Today we invite you to find out more about OPCM.

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