Business Details
Your Trusted Partner for Personalized Financial Advisory Services
Osborn Williams & Donohoe was founded on the belief that a boutique investment advisor can serve individuals and families more effectively than large institutions. Our approach centers on stewardship, tailored portfolios, and disciplined wealth management. We prioritize client collaboration, listening to unique needs and providing personalized solutions. With a focus on diversification and risk monitoring, we help clients preserve and grow their assets. Based in Cincinnati, our team brings decades of collective experience to deliver client-centric investment strategies.We maintain a culture of professionalism, ethical standards, and long-term client relationships. Our services cater to high-net-worth individuals, families, and institutional clients with complex financial needs. We emphasize transparency, accessibility, and comprehensive reporting to ensure clients remain informed. Our investment philosophy combines rigorous analysis with a team-based approach for continuity and expertise. Through regular communication and generational planning, we aim to become a trusted extension of our clients' families.
Services
Investment Advisory
Portfolio Management
Financial Planning
Retirement Planning
Asset Allocation
Highlights and features
- We offer personalized investment strategies tailored to individual client needs
- Our team-based approach ensures continuity and leverages decades of collective experience
- We prioritize stewardship over product sales with transparent reporting practices
- Our disciplined investment methodology focuses on sustainable earnings and risk management
- We maintain long-term client relationships through regular communication and generational planning
Associations and certifications
- SEC registered investment adviser
Services
Dividend Growth Strategy
This strategy focuses on companies with potential for increasing dividends to produce income growth while providing long-term capital appreciation. We believe consistent dividend growth significantly contributes to total return over time and helps preserve purchasing power after inflation. The approach is suitable for investors seeking increasing income and capital growth benefits.
Income Equity Strategy
Invests in common stocks with above-average current yield while providing capital appreciation potential. Designed for individuals and endowment funds needing income to fulfill spending requirements. This strategy typically offers lower volatility compared to growth-oriented investments while maintaining potential for principal appreciation.
Opportunity Growth Strategy
Seeks capital appreciation by investing in fast-growing companies. Aims to outperform major indices like the Russell 1000 Growth and S&P 500 over full market cycles. Appropriate for investors who can tolerate greater volatility in return for potential capital appreciation through high-growth company investments.
Balanced Portfolio Strategy
Combines equity and fixed income investments to create customized stock-bond mixes based on client requirements. Adjusts allocations according to changing client circumstances or market conditions. Provides diversified exposure while balancing growth potential with income generation and capital preservation.
Fixed Income Strategy
Employs securities across multiple classifications to deliver high current income while reducing volatility. Focuses on duration and quality control for risk management. Offers tax-exempt and taxable options tailored to client needs, emphasizing safe investment returns through strategic bond selection.
People
David P. Osborn
Portfolio Manager, Principal
Principal with CFA designation and extensive board experience. Serves on Cincinnati Financial Corporation's Investment Committee and chairs Cincinnati Children's Hospital Medical Center's trustees. Past president of the CFA Society of Cincinnati.
Peter D. Osborn
Portfolio Manager, Principal
Portfolio manager with Fortune 500 sales and management experience. Member of CFA Institute and CFA Society of Cincinnati. Joined the firm in 2010 after serving as chief operating officer of Valley Industries, Inc.
Edward J. Donohoe
Portfolio Manager, Principal
Portfolio manager with prior executive roles at Office Depot and The J.A. Kindel Company. Serves on multiple nonprofit boards. Graduate of Augusta University with Harvard Business School executive education in strategic management.
Matthew J. McCaw
President, Portfolio Manager
CFP professional with expertise in corporate retirement plans. Earned master's degree in finance from Xavier University. Manages investment portfolios and provides financial planning services to individual and institutional clients.
Russell S. Sims
Director of Research
CFA and CFP with prior roles as director of research and chief compliance officer. Holds finance master's degree from Xavier University. Brings extensive experience in investment research and portfolio management to the team.
Questions
What types of clients do you work with?
We serve high-net-worth individuals, family business owners, corporate executives, retirees, trust beneficiaries, and nonprofit organizations with minimum $500,000 investable assets.
How do you develop investment strategies?
We begin with comprehensive client consultations to understand financial goals, risk tolerance, and liquidity needs. Our investment committee formulates strategic asset allocations based on these factors and monitors portfolios regularly.
What investment approaches do you use?
We employ dividend growth, income equity, opportunity growth, balanced portfolio, and fixed income strategies. Each approach follows our Price-to-Intrinsic Value methodology for security selection.
How often do you communicate with clients?
We provide quarterly investment reports, regular market commentary, and schedule portfolio reviews at client convenience. Clients can contact us directly anytime for financial discussions.
Do you offer financial planning services?
Yes, we provide financial planning reports analyzing retirement goals, withdrawal impacts, educational costs, and optimal Social Security claiming strategies as part of our comprehensive wealth management approach.
What makes your firm different?
Our personalized approach combines team-based investment management with generational planning. We focus on stewardship rather than product sales, maintaining transparency through comprehensive reporting and client collaboration.
