Osborne Partners Capital Management, LLC

Founded in 1937, Osborne Partners Capital Management (OPCM) is a wealth management firm based in San Francisco, California. The firm offers sophisticated investment management and active financial planning. OPCM portfolios are allocated across multiple asset classes including global equities, fixed income, natural resources, REITs, and alternatives assets. Portfolios are managed using 100% individual securities and does not use funds or products of any kind. The assets of the firm are managed by a team of experienced CFA Charterholders who average over 20 years of experience.