Investment Management Firms San Francisco


We Actually Return Your Calls

The Future of the San Francisco Financial District

Part of the motivation for limiting our client numbers is so we can confidently assure you that when you need to reach your wealth manager, youll be able to.

You wont get caught in a phone tree for 20 minutes and end up talking to a different person each time you call. Youll speak with the same trusted wealth manager every time. And because youre known, you wont have to waste time verifying your information every single time you call. We already know you.

Well know you just by your voice before too long.

In general, private wealth managers are easier to communicate with by phone, email, or otherwise.

This is something you certainly want to ask about in your initial meeting with a prospective wealth manager. The worst possible outcome is to end up with a wealth manager who doesnt care, doesnt return your calls, and cant answer your hardest questions.

Osterweis Capital Management Llc

Osterweis Capital Management is a fee-only firm that primarily works with high-net-worth individuals, although it can also provide advisory services to trusts, institutions, mutual funds, and individual investors who don’t have a high net worth. The firm’s account minimum requirement varies by account type, ranging from $5 million for core equity, emerging growth and balanced portfolios up to $250 million for strategic income portfolios.

The firm’s team includes chartered financial analysts and a certified financial planner . Though certain employees are also representatives of the registered broker-dealer Quasar Distributors, LLC, they do not earn sales commissions. Employees are compensated entirely by the firm, mitigating potential conflicts of interest. The firm typically charges clients a management fee based on a percentage of assets under management.

Seven Post Investment Office Investment Strategy

The firm constructs its portfolios based on the investment objectives and constraints that its clients lay out in introductory and ongoing conversations. Typically, the firm will invest its clients assets in both passive indices through exchange-traded funds and active strategies.

“Seven Post has developed a framework for identifying potential investment risks and opportunities across various global investment classes,” the firm states in its Form ADV. Its analysis of investments is often based on fundamental factors, qualitative research and asset valuation.

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Your Wealth Manager Should Be A Fiduciary

This cannot be overstated. And not all private wealth managers are fiduciaries either. But the large public ones are more unlikely to be.

A fiduciary wealth manager must operate solely in the best interests of the client.

This means, for one, they wont offer you proprietary investment vehicles just because those plans make them more money. They will build a customized plan that attempts to serve your interests first and only.

Fiduciary also means they will not charge commissions for the sale of certain investment products, such as annuities, or particular funds. Or if they did, they would disclose it plainly and explain why its still in your best interests. Though the reality is, thats pretty rare.

You want a fee-only fiduciary wealth manager, where the fee is known, transparent, and in most cases, unchanging. Fee-only means they charge a set fee, usually a percentage of your total invested assets. Some advisors charge flat fees or hourly, but this is actually a warning sign that you might want to look for a different wealth manager.

Pillar charges a flat 1% fee. No commissions. No additional fees for other services. One all-inclusive rate.

Perigon Wealth Management Investment Strategy

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Like other financial advisor firms, Perigon works with clients to understand their investment goals, risk tolerance and financial situation. Based on those factors, the firm will either use an independent manager to manage portions of a client’s portfolio or place their assets in one of Perigon’s model portfolios.

Perigon typically assumes a long-term investment approach, but advisors may sell or reallocate positions that have been held for under a year. Advisors may use mutual funds, ETFs, individual stocks and bonds or options contracts, depending on an individual client’s needs.

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These Are The Top Real Estate Investment Companies In San Francisco

This article showcases our top picks for the best San Francisco based Real Estate Investment companies. These startups and companies are taking a variety of approaches to innovating the Real Estate Investment industry, but are all exceptional startups and companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups for exceptional performance in one of these categories:

  • Innovation

Data sourced from Crunchbase and SemRush.

Bingham Osborn And Scarborough

345 California St Suite 1100 San Francisco, CA 94104

About Bingham, Osborn, and Scarborough

Bingham, Osborn & Scarborough, LLC, known as BOS, is a fee-only firm that provides comprehensive wealth management services, including financial planning and investment management, to individuals, endowments, and non-profits. Individuals must have at least $3 million in investable assets. BOS has been ranked as one of the nations top Registered Investment Advisors .

BOS builds long-terms portfolios that can succeed in a variety of market environments. It invests its clients assets in a diverse mix of markets based on research and data. They prefer low-cost investment vehicles.

Number of Advisors

About Parallel Advisors LLC

Parallel Advisors are registered investment advisors and have a fiduciary responsibility to work in their clients best interests. They have the freedom to choose investments and resources that best meet their clients objectives. As a principal-owned firm, our interests and opportunities are aligned with their clients.

Number of Advisors

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Baker Street Advisors Background

Baker Street Advisors has been in business since 2003. AMG Wealth Partners holds the majority equity interest in the firm, and the firms principals hold the remaining shares.

Baker Street Advisors offers clients investment management services, wealth planning, alternative investments, family office services and taxable transition management.

What’s Holding You Back

HUD Multifamily, Asset Management, San Francisco’s Industry Day – April 21, 2022

1. “I can’t afford a financial planner.”

A financial planner can help you avoid costly mistakes. Here are common pitfalls: going all cash in bear markets, “investing” in your brother-in-law’s genius business idea, signing up for a mortgage you can’t actually afford, to name a few. Going it alone you’re vulnerable to financial myths and gimmicks. You can’t afford not to have a financial planner, a thought partner to help make better decisions.

2. “I don’t have enough money to invest.”

You could be making a hasty assumption here. While most boutique firms require a high minimum portfolio size, at our firm there’s more to a client relationship than what’s in a client’s portfolio. Our clients who are in the accumulation phase and are typically High Earners that are Not Rich Yet, or HENRYs for short. Now is the time to engage a professional.

3. “I don’t know where to start.”

Well, you’re getting warmer. We get it, you want to get it perfect and you don’t want to make any mistakes. The best thing you can do is to ask your co-workers, family, friends, attorney, or accountant for referrals. Begin interviewing potential planners and see if there’s a personality fit and that you can trust them. We have a list of questions that every financial planner should be able to answer. If you’re curious here are our answers.

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Osterweis Capital Management Background

Osterweis Capital Management was founded in 1983. The firm is independently owned by a number of the firm’s employees, as well as two outside directors. No one person owns more than 25% of the firm.

Osterweis’ primary offering is investment advisory services. The firm offers its clients a number of investment strategies, which include equity securities, fixed income securities or some blend of the two. As it’s customizing investment advice, the firm may offer supplemental financial planning services such as cash flow projections and net worth statements. However, the firm does not provide services like estate planning, tax advice or trust administration.

Seven Post Investment Office Lp

Seven Post Investment Office has one of the highest account minimums on this list. To be a client, youll need a minimum portfolio value of at least $50 million. Moreover, the firm says that it generally seeks to advise clients who have $100 million or more in investable assets.

As the firms account minimum makes abundantly clear, the firm principally serves clients with significant assets. The firm’s clients include high-net-worth individuals, families, endowments, foundations and other institutions. Seven Post is a fee-only firm, which means that it does not accept commissions for selling or recommending certain products.

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Do You Have A Financial Plan

Planning for big financial goals is essential, but it doesn’t have to be overwhelming or complicated.

Chances are you haven’t worked with a financial professional. You’re not alone 2 in 3 adults do not receive retirement saving advice from a financial professional. This means that many adults are DIY financial planners, “building the plane as they fly.” A good plan can reduce worry, adequately protect your family, streamline investing, and provide assurance that you’ll have enough money when you need it.

Seven Post Investment Office Background

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Seven Post Investment Office was founded in 2011. The firm is entirely owned, directly or through BlackOak GP LLC. Several people have a 25% or more ownership stake in the business. They are: Ali Bastani, Bruce Bligh and Eldridge Gray.

The firm manages broadly diversified, global, multi-asset class portfolios that include real estate and private assets. Seven Post customizes its services to fit clients’ specific investment and management needs.

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Private Wealth Managers Can Describe Their Ideal Client

With large firms, their ideal client is anyone who comes through the door with money to invest, because more clients mean more revenue. If theyre a public company, thats what counts.

But a private wealth management company will be more selective in who they work with.

They will tell you if youre not a good fit, and will likely recommend some other wealth manager options for you in that event. Its more important to a wealth manager to work with their ideal clients than to just increase revenue.

If you are an ultra-high net worth investor with $10 million in liquid assets,

Let Us Be Your First Call

We offer tax and money management under one roof. This allows for better integration and it is easier for you too.

We provide comprehensive and coordinated advice on general financial planning and aspire to be your first call on all things financial. So whether its current advice on exercising employee stock options and RSUs or thinking about the futureretirement and estate plansour approach is holistic, connected, and tailored to you.

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Hall Capital Partners Investment Strategy

HCP creates its global multi-asset class portfolios based on each client’s unique financial situation. The firm also sticks to certain core investment principles across its client portfolios. Generally, the firm maintains a long-term horizon, investing assets globally and in a highly selective manner. It diversifies portfolios by investing in fixed income, equities, hedge funds, private equity and real assets.

HCP seeks to build “relatively concentrated but diversified portfolios of complementary managers with asymmetrical return profiles.” The firm is specifically focused on risk-adjusted returns and has an entire team, The Research Group, devoted to analyzing investment opportunities.

Bespoke Wealth Management In San Francisco Bay Area

What does the future hold for San Francisco’s Financial District?

Babylon Wealth Management is a fee-only financial advisor, providing bespoke wealth management solutions for our clients in the Bay Area and nationally. We believe that every client is unique and tailor our approach to your specific needs and objectives.

As fiduciary advisors, we do not earn a commission and do not sell financial products. We are compensated by you and you only.

We utilize our BESPOKE ALPHA® strategy to provide you with personalized investment experience.

Why is our Wealth Management service right for you?Our Wealth Management service is a unique blend of comprehensive financial planning, long term retirement planning, tailored investment management, tax-smart asset allocation, risk management, tax advisory, estate planning, and college planning with a long term focus on you and your goals. We offer concierge-level Wealth advisory geared to your specific needs through life transitions. In many cases, we serve as a multi-generational family office and become a trusted advisor as you manage and transfer assets and investments between generations.

Investment ManagementOur investment management solutions are powered by our BESPOKE ALPHA® strategy. We combine individual stock selection with a pool of well-diversified professional mutual funds managers and ETFs with an outstanding historical track record and laser focus on risk management and achieving higher risk-adjusted returns.


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Save Time Money And The Environment Citrine Capital Uses A Secure Online Client Portal With File Sharing And Video Conferencing So You Can Work With Us Remotely From Anywhere In The World

More Efficient and Effective Meetings – Our financial planning meetings will be more efficient and effective if we meet using modern-day videoconferencing technology such as Zoom. Well get a lot more done in a lot less time because we have the ability to share screens and easily view your accounts together. We can access your company 401 and make any needed adjustments on the spot. Do you need to review your stock options or RSU vesting schedule? We can quickly log in together to review your company equity package so we can make a plan for your vesting equity. When you meet with us virtually theres an increased emphasis in taking care of everything on the spot, which transforms your financial planning session into a financial doing session.

Save Time – No more sitting in traffic or looking for parking. Were guessing youd rather be spending that time with your family, getting a workout in, or simply relaxing.

Save Money – Unfortunately, time isnt the only precious resource youre wasting by meeting in person. Youre also wasting your money. No need to pay for fuel, parking or public transportation if we meet remotely.

Save the Environment – Ditching the commute means youre doing your part to help reduce strain on the planet.

Wetherby Asset Management Background

Wetherby Asset Management was founded in 1990 by Debra Wetherby. Today, the firm has 26 individual owners, 21 of whom are employees of the firm.

Wetherby focuses on portfolio management and wealth planning, services that it customizes to individual client needs and objectives. It advises its clients on a wide range of topics, including asset allocation, manager selection, cash flow analysis, tax and estate planning, intergenerational wealth transfer, impact investing, retirement planning, philanthropic planning, education funding, insurance analysis, equity ownership and stock option advice and tax efficiency.

At Wetherby, wealth managers are typically required to have a professional license, advanced degree or a certification, such as a CFP, CPA, CFA or CPWA.

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Are You Saving Enough

To enjoy life you need to feel the security that comes with knowing you have what you need for now and for the future.

Getting to a place where you can be present for lifes special moments starts with a human need to ensure were safe. We all want a secure financial foundation. No one wants to run out of money. But many of us are so busy with lifes daily demands that we seldom have a chance to take a step back to see if we have enough.

Next Generation Of Wealth

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Catalyst Private Wealth is the next generation wealth advisory firm for the next generation of wealth. Were a boutique team of experts who each focus on a specific area in the financial picture of our clients. We combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients lives.

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Private Managers Will Be More Experienced

More than likely, a private advisor in a San Francisco wealth management company will be someone with deep and rich industry experience, working exclusively with high net worth and ultra-high net worth clients.

You should expect to be asked for a minimum investable assets amount before you can work with a wealth manager. Pillars minimum is $5 million.

We have over 30 years of relationships working with high net worth clients, and with a track record of achievement trailing us the whole way.

But experience must be measured in more than just years. You can do something for a long time and still not be very good at it. Our investment management services have led to the development of an innovative approach to creating truly customized investment plans.

Wed love to walk you through our process.

One of the outputs you will receive is a picture of your financial security for the foreseeable future. We call this the Comfort Zone, and after we take you through a free Wealth Management Analysis meeting youll find out what it is, and if youre in it. If youre not, well talk to you about what steps you can take to improve your long-term security.

San Francisco Equity Partners Is A Private Equity Firm That Invests In Lower Middle Market Businesses Across The Consumer Sector Value Chain

SFEP partners with differentiated businesses seeking not only financial capital but also a hands-on, operationally-focused investment partner who will be closely involved in the process of building value. To each of our partner companies, we serve as an extension of the management team and provide deep consumer domain expertise, strategic and operational guidance, a broad network of relationships and a stable of industry resources.

SFEPâs experience building consumer brands as well as companies that support those brands, such as manufacturers and service providers, gives us a uniquely comprehensive view of the consumer value chain. We work proactively with founders and management teams to help them develop the vision, organization and infrastructure necessary to drive sustainable growth while preserving company culture and authenticity. We believe that our highly focused and active approach to partnership leads to optimal outcomes for all stakeholders.

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