Mosaic Financial Profile Picture
  • 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, …
Manager Disclosure Document

Mosaic Financial Partners

Investment Adviser

Investment portfolio

Mosaic Financial Partners Strategic Asset Allocation

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.40

365 days

Manager performance
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2.8%

365 days

Risk score

0.5% fee
$20,000 minimum


Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.