Bowman Capital Management

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1875 S Grant St Ste 600
San Mateo, CA 94402
+1 (650) 286-1658
https://osbornepartners.com

Founded in 1937, Osborne Partners is a wealth management firm based in San Mateo, California, specializing in sophisticated investment management and comprehensive financial planning. With over $2 billion in assets under management and a team of experienced professionals, they cater to ultra-high net worth individuals, high net worth clients, institutions, and non-profits across 30 states.

The firm offers a multi-asset class investment approach tailored to individual needs, supported by a dedicated CERTIFIED FINANCIAL PLANNER practitioner for personalized financial strategies. Their services include customized investment policies, retirement planning, and charitable gifting strategies, ensuring clients not only preserve but enhance their wealth and legacy.

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