Bingham, Osborn & Scarborough

Bingham, Osborn & Scarborough, LLC is a wealth management firm based in San Francisco, California, with an additional office in Redwood City. Established in 1985, the firm focuses on providing tailored financial planning, estate planning, tax management, and retirement planning services primarily to high-net-worth individuals and families in the Bay Area. It also serves a diverse clientele that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client-specific equity and fixed income portfolios, investing in public markets globally, with a focus on value stocks across various market capitalizations. Additionally, Bingham, Osborn & Scarborough allocates resources to alternative investments such as commodities, hedge funds, managed futures, direct real estate, and private equity. In fixed income, the firm invests in high-quality bonds, municipal bonds, high-yield bonds, and REITs.