OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
Pasadena, California
5.0
1 Review
Osher Van De Voorde Investment Management is a reputable investment advisory firm based out of Pasadena, CA. With over 30 individual clients and more than $507,865,000 in assets under management, they specialize in providing personalized financial solutions to high net worth individuals. Their team of six dedicated professionals, including four investment advisors, work diligently to deliver exceptional service to their clients. As a small firm, Osher Van De Voorde Investment Management focuses on maintaining close relationships with their clients, ensuring a deep understanding of their unique financial goals and risk tolerance. ...
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Assets Under Mgmt

$507.86M

Investment Professionals

4

Locations

0

% 401K & Individual

2%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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