Holmes R. Osborne III, Inc. is a professional money management firm. Holmes Osborne began his career as a financial consultant for Merrill Lynch in Naples, Florida where he assisted clients in asset management and estate planning. After Naples, Mr. Osborne managed trust portfolios for Merrill Lynch Trust Company in Boca Raton, Florida. The trust department managed over $1 billion in clients’ assets. After his tenure at Merrill Lynch, Mr. Osborne worked in management for Farmers Insurance Group in Los Angeles, California.
Mr. Osborne has a degree in finance from the Martin J. Whitman School of Management at Syracuse University. In addition, Mr. Osborne holds the Chartered Financial Analyst (CFA) designation and belongs to the CFA Society and Los Angeles Society of Financial Analysts. Holmes R. Osborne, Inc. is a frequent contributor to investment newsletters, such as the Motley Fool, Quality Stocks for Women, and Gurufocus.com, and is also a member of the Pacific Council on International Policy, which is an invitation-only think tank that includes some of the top politicians and Fortune 500 executives as members.
Successful investors recognize the importance of education and knowledge when it comes to managing financial assets. However, many spend countless hours learning about markets, securities and associated risks of specific investments, but often overlook the qualifications of their investment professionals. Investment advisors have access to the most personal details of someone’s individual finances, so their credentials are important. Holmes R. Osborne, III is a reputable Chartered Financial Analyst® firm that is focused on the core investment knowledge of a recognized Chartered Financial Analyst® designation.
Let us hear your thoughts below:
