Bingham, Osborn & Scarborough

Bingham, Osborn & Scarborough, LLC is a financial services firm that specializes in wealth management, estate planning, tax management, and retirement planning, primarily serving high net worth individuals. The firm also provides services to pension and profit-sharing plans, charitable organizations, and corporations. It manages tailored equity and fixed income portfolios, investing in global public markets. The investment strategy focuses on value stocks across various company sizes, while alternative investments include commodities, hedge funds, managed futures, direct real estate, and venture capital. For fixed income, the firm targets high-quality U.S. bonds, municipal bonds, high-yield bonds, and foreign bonds, as well as investments in real estate investment trusts. Founded in 1985, Bingham, Osborn & Scarborough is headquartered in San Francisco, California, with an additional office in Redwood City.