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