Marketing Coordinator at Bingham, Osborn & Scarborough LLC
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Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC
Executive Vice President at Boston Private Financial Holdings, Inc.
Founder at Bingham, Osborn & Scarborough LLC
Principal & Chief Investment Officer at Bingham, Osborn & Scarborough LLC
Managing Principal, Chief Operating Officer at Bingham, Osborn & Scarborough LLC
Managing Principal at Bingham, Osborn & Scarborough LLC
Partner/Principal at Bingham, Osborn & Scarborough LLC
Administrative Receptionist & Office Coordinator for Silicon Valley at Bingham, Osborn & Scarborough LLC
Director of Financial Planning at Bingham, Osborn & Scarborough LLC
Principal at Bingham, Osborn & Scarborough LLC
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Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.
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