Founded in 1999, Osborne Partners Capital Management, LLC is an SEC-registered investment adviser that operates as an independent, employee-owned firm. The company is committed to acting as a fiduciary, prioritizing client interests in all investment decisions. They specialize in creating and managing customized investment portfolios and providing comprehensive financial planning services, with a focus on long-term growth and capital preservation for high-net-worth individuals, families, foundations, and endowments.

Founded in

United States