Osborn Williams & Donohoe provides investment advice to a diverse group of investors. Our clients include entrepreneurs, successful businessmen and businesswomen, medical professionals as well as other high net worth individuals and their families who have more than a casual interest in their investments. Oftentimes, clients seek a two-way dialogue with regard to their investments and investment process. They are keenly aware of issues in the world and have a true interest in how their money is managed and by whom.
Most clients, if not all, engage us regularly and we appreciate their input on economics, business, and politics. They are, in essence, another important source of knowledge and can influence how we manage their portfolios. As investment advisors, we feel that regular communication with clients is vital, and we stand ready to meet in person, or by conference call, anytime.
AMONG OUR CLIENTS ARE:
Family business owners and corporate executives interested in diversifying their assets
Individuals experiencing a transition to another phase of life such as retirement, divorce or death of a loved one
Trust and Estate Beneficiaries
Trustees and Executors
Private Endowments and Foundations
Our clients typically have a minimum of $500,000 of investable assets.