Money is personal - so is our commitment to you. Clients come to Osborn Williams & Donohoe because we listen and engage with them honestly, effectively and often. They stay with us because of trust. Osborn Williams & Donohoe, LLC was founded on the belief that a boutique investment advisor, with a clear focus and investment discipline, can serve individuals and their families better than a large investment company.
While our clients have attained their wealth in different ways, they all share one thing in common - to have their assets managed in a manner that preserves and enhances their wealth. We focus on stewardship, not product sales. We offer engagement and tailored portfolios, not cookie-cutter solutions.
While our clients have attained their wealth in different ways, they all share one thing in common - to have their assets managed in a manner that preserves and enhances their wealth. We focus on stewardship, not product sales. We offer engagement and tailored portfolios, not cookie-cutter solutions.
Services
Osborn Williams & Donohoe is an investment adviser based in Cincinnati, Ohio. We are dedicated solely to helping clients achieve their investment goals through a disciplined investment approach tailored to each individual client's needs. Our firm has a long history of working with individuals, retirement plans, endowment and corporate clients.
We believe the best opportunity to increase income and capital over time is through a disciplined approach of owning companies with sustainable earnings and dividend growth. We prefer companies with strong balance sheets, established competitive advantage and global reach. Our equity portfolios are diversified across economic sectors and industries, and we monitor and adjust our holdings as positions become outsized or as opportunities change.
In an increasingly impersonal world, we pride ourselves on our ability to collaborate with our clients - we listen, we ask questions and we value their input. We consider a client's entire financial picture to determine how we play the most effective role, and offer guidance on total wealth, not solely those assets managed by Osborn Williams & Donohoe.
Our investment approach begins with a thorough evaluation of client objectives including income needs and the ability to tolerate market fluctuations. Other considerations include needs for short-term liquidity, tax concerns, investment time horizon and any additional unique needs or preferences.
One of the most significant determinants of long-term performance is the asset allocation decision; in other words, how much of an investment portfolio is allocated to different asset classes.We carefully formulate a strategic asset allocation policy to reflect our client's objectives and risk tolerance.
One of the most significant determinants of long-term performance is the asset allocation decision; in other words, how much of an investment portfolio is allocated to different asset classes.We carefully formulate a strategic asset allocation policy to reflect our client's objectives and risk tolerance.
Communication is the cornerstone of all we do and our clients have access to experienced investment professionals and support staff at any time. We provide comprehensive reports including portfolio appraisal, transaction summary, tax information and commentary throughout the year and upon request. In addition, a secure online personal portal is available for electronic delivery of statements and other correspondence.
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