Osborne Partners Capital Management

Since 1937, Osborne Partners Capital Management, LLC and its predecessors have actively managed diversified, multi-asset class portfolios for families and institutions. The firm was founded as an investment management boutique for sophisticated investors by Jack Stephenson, an early partner with Dodge & Cox, and Phelps Hunter, a Portfolio Manager with Crocker Bank. By successfully transitioning ownership throughout the decades, OPCM has become a well-established multi-asset class manager with $1.5 billion in assets under management (as of 9/30/2014). Ownership has evolved from the original two founders to the diverse ownership today, which includes 16 current OPCM employees. Both individuals and institutions focus on growing their portfolios. We agree growth is important. But the ultimate goal is to achieve excellent risk adjusted returns. By focusing on growth while attempting to reduce negative returns in bear markets, long-term performance is maximized. Our strong performance is accomplished by taking diversification to the next level.