Call 1.866.825.3005 for more information
- Founded 1997
- Company Name Mosaic Financial Partners
- Number of Employees 17
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Website
http://www.mosaicfp.com - 140 Geary St. 6th Floor San Francisco California United States 94108
- Company website with newsletter, …
Mosaic Financial Partners
Investment Advisor
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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Strategic Asset Allocation
See full details- Approach Macro
- Asset class Multi Asset Class
- Geography Global
Performance-
5.4%30 day
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1.1%365 days
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17.6%S.I.
Monthly vs S&P500-2.1% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
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
We're cautiously optimistic about this economic recovery - Mosaic Financial Partners
29 July 2011
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