Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions. Our privately held firm manages $2 billion (6/30/2022) in client assets with offices in San Francisco and the Silicon Valley. On the investment management side, the firm is unique because client portfolios are managed in-house by a team of CFA® Charterholders, who use a style-agnostic discipline with all individual securities managed over six asset classes versus using outside managers or products. This reduces fees and adds to tax efficiency. On the financial planning side, each client has their own dedicated Portfolio Counselor who is a Certified Financial Planner™ (CFP®) with at least ten years of experience. Portfolio Counselors create and actively manage customized financial plans, provide comprehensive financial advice, and educate clients about their multi-asset class portfolios. Successful CFA® Charterholders and CFP® professionals on staff are attracted to working at Osborne Partners because of our over 85 year history, our high quality team, our investment discipline, and client service standards. We build teams comprised of smart, creative, successful individuals who know the value of working for a privately held firm, and with clients who have amassed substantial wealth. We are proud half of our team has been with the firm for at least 10 years.