Call 1.866.825.3005 for more information
- Education Golden Gate University; California State University
- Qualifications MS, CFP
- Investment Experience 16 years
- Founded 1997
- Company Name Mosaic Financial Partners
- Number of Employees 17
-
Website
http://www.mosaicfp.com - 140 Geary St.
- 6th Floor
- San Francisco
- California
- United States
- 94108
- Company website with newsletter, …
Mosaic Financial Partners
Investment Adviser
Mosaic Financial Partners is a San Francisco based RIA serving high net worth individuals. It has $350 million in AUM (as of 7/2011). Norman Boone is the Firm's founder and David Cowles is the Firm's Director of Investments.
Mosaic was named by Worth Magazine and Medical Economics as among best in the country.
Investment models
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Mosaic Financial Strategic Asset Allocation
See full details- Allocation Strategy ETF Asset Allocation
- Approach Quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance-
5.5%90 day
-
20.2%365 day
Avg. Sub.-
5.0%90 day
Monthly vs S&P500-1.7% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
The U.S. economic outlook and the case for optimism
16 August 2012
We continue to be optimistic about the longer-term prospects for the U.S. market.
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