Investment Philosophy

Endowed with innovation

Any company should be able to grow wealth when the market is going up. But how do you invest for growth in a volatile market? And how can you pursue returns achieved by many of the leading college and university endowments?

Our answer is the endowment approach. Colleges and universities, for example, invest their endowments not only in stocks and bonds, but also in multiple asset classes to achieve higher risk-adjusted returns.

For years, Osborne Partners Capital Management has managed endowment model strategies for families and institutions. A typical OPCM client will have a diverse portfolio of actively managed domestic equities, foreign equities, fixed income, natural resources, REITs, and alternative assets like private equity and absolute return.

At Osborne Partners, we offer an array of services to help you accumulate, protect and transfer wealth, including:

  • Comprehensive global asset allocation
  • Customized portfolio management
  • Employee stock option/concentrated position analysis and management
  • Comprehensive family trust and estate administration
  • Financial planning
  • Security and comprehensive reporting, for your peace of mind

Find out what our endowment approach to investing can do to help your wealth grow, by requesting a complimentary copy of our Guide to Endowment Model Investing.

 

Comprehensive Asset Allocation

The cornerstone of our investment management strategy is a highly flexible, actively managed, and responsive asset allocation. We allocate your portfolio with the goal of achieving a balance between calculated risk and the expected return on your investments. Your customized Investment Policy Guidelines, or IPG, will show your unique targeted risk/return profile, along with a target asset allocation, and secondary items such as stock concentrations and income needs:

  • In equities, our clients receive a diversified global equity solution  balanced among large, mid and small cap categories and across numerous industries and multiple countries.
  • In fixed income, we prefer to use individual bonds tailored to your unique time horizon, income needs and tax situation.
  • In addition, we use allocations to natural resources, real estate investment trusts (REITs), and alternative asset classes to enhance your overall risk/return profile. In this way we offer greater diversification, and potentially higher returns, than portfolios comprised only of stocks and bonds.

The result is a strategic balance of growth opportunity and risk that is uniquely calibrated to each investor’s needs.