Founded as an independent investment consulting firm, Coburn and Associates, LLC operates under the name Coburn Consulting Company. The firm is dedicated to providing objective, specialized advice and expertise to institutional clients such as retirement plans, endowments, and foundations, as well as to high-net-worth families. Their core mission is to act as a trusted advisor, helping clients navigate complex investment decisions with a focus on fiduciary responsibility. Services include investment policy development, asset allocation strategies, manager search and selection, and ongoing performance monitoring.

Founded in

United States