Distinguished by years of industry recognition and client loyalty, Osborne, Reilly, Terrazas and Associates employs a disciplined and sophisticated investment approach, strengthened by a "white glove" client service model, to help enhance client wealth over the long term. "We build portfolios around each client's personal preferences and aspirations," explains Dan Osborne. "Our investment discipline focuses on managing risk in a manner that is designed to provide clients with desired levels of current income and capital appreciation over the long term while keeping tax exposure to a minimum."

Given clients' long term wealth accumulation, many have a conservative mindset and want their assets managed in a similar fashion. "Using our own proprietary investment models along with the full investment resources of Merrill and banking convenience of Bank of America, we strive to address both the immediate and long term objectives of our clients and their families," explains Sean Reilly. To help align strategies for tax minimization, wealth transfer and philanthropy, the team facilitates meetings with clients' attorneys and accountants and provides regular updates and reporting.

Call today for a comprehensive review of your financial picture.