Osborne Partners Capital Management

About The Fund

Osborne Partners Capital Management (OPCM) is a San Francisco-based wealth management firm that has been providing comprehensive investment management and active financial planning services since 1937. With $2B+ assets under management and an average industry experience of 24 years among their employees, OPCM prides itself on its long-standing history and the depth of knowledge their team offers. The firm stands out with 10 employee-owners and serves clients in 30 states. OPCM delivers a unique multi-asset class growth portfolio approach, offering a wide range of services to their clients including equities, fixed income, natural resources, REITs, and alternative assets. They cater to ultra-high net worth individuals by preserving and enhancing their legacies through customized investment policy guidelines, global multi-asset class investment management, active and tax-efficient management, and specialized services such as charitable gifting strategies, family office services, and concentrated stock and option strategies. Their dedicated CERTIFIED FINANCIAL PLANNER™ practitioners provide personalized and active customized financial planning. OPCM also serves high net worth individuals, helping them to advance to the next level with similar investment strategies and financial planning services. To those planning for retirement, they offer comprehensive retirement plans, including retirement income planning and strategies for tax-efficient retirement. OPCM works with institutions either directly or through consultancy, offering in-house global multi-asset class management, global equity management, global fixed income and cash management, and hedged long-short equity alongside clear reporting. Finally, private foundations and non-profits can partner with OPCM for investment policy statement guidance, institutional consulting services, and investment management mandates to fit their needs, ensuring the success of their charitable missions.