Mosaic Financial Partners Profile Picture

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

  • Mosaic Financial Strategic Asset Allocation

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    • 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
    mosaic financial - strategic asset allocation
    -1.7% 12 months
    3
    0.5% fee

Model commentary

  1. 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.

  2. Focus on what you can control 17 February 2012
  3. We're cautiously optimistic about this economic recovery - Mosaic Financial Partners 29 July 2011

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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.