Osborne Global Investors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,109,103
Total clients
39
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$336,131
About
Osborne Global Investors, Inc. provides investment management and supervisory services to individuals, trusts, estates, charitable organizations, corporations, and explicitly to pension and profit-sharing plans. The firm, led by principal Holmes Osborne, manages portfolios primarily in stocks, certificates of deposit, and corporate and municipal bonds and offers both discretionary and limited non-discretionary arrangements, with the majority of assets managed on a discretionary basis.
The firm’s investment approach is grounded in fundamental analysis: the principal reviews balance sheets and income statements, reads financial and shareholder reports, speaks with company management, and sometimes conducts company visits before making investment decisions. Trades are aggregated and averaged across client accounts, custodians include Charles Schwab and Interactive Brokers, and positions are monitored daily with account reviews performed weekly and annual meetings with clients.
Compared with similarly sized independent advisers, Osborne is notable for serving pension and profit-sharing plan clients and for distributing periodicals or newsletters to clients, features the brochure highlights as uncommon among peers. The principal holds the CFA designation, follows the CFA Society’s ethics guidelines, and serves as the sole advisor responsible for account review and portfolio decisions.
Client services
Expertise
Main office location
Osborne Global Investors, Inc.
210 Sw Market St.
Lee's Summit MO 64063, United States
Number of offices
2
Most active in
California · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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