Osborne Partners Capital Management LLC Since 1937, OPCM and its predecessors have actively managed diversified, multi-asset class portfolios for families, individuals, foundations and endowments. Each member of our investment team averages over 20 years of experience and possesses either a Master's degree, Chartered Financial Analyst (CFA) charter, or both. A Portfolio Counselor and a Client Service Specialist are assigned to each client. Customized financial planning services - quick and concise answers to on-going financial planning questions, as well as extensive financial plans that are regularly analyzed and revisited. All part of one management fee. Particular emphasis on generational transfer of wealth, through coordination with clients' attorneys and accountants to help ensure the most beneficial estate management procedures. Solid long-term results, with a focus on reducing volatility and downside capture. Detailed portfolio reporting including asset allocation, tax implications and performance by asset class. Web based account aggregation technology to easily view financial accounts, even those managed outside of OPCM, in one place.