Broker Check

Osher Van de Voorde | Investment Management

Osher Van de Voorde | Investment Management

(626) 844-7184
[email protected]

Among investor’s greatest challenges today is to implement and abide by an investment strategy that preserves buying power and meets future income needs throughout retirement without assuming undue risk.  At Osher Van de Voorde Investment Management, our mission is to deliver unbiased wealth management and planning solutions that meet these challenges and help our clients realize lifelong aspirations.  Founded in 1993, Osher Van de Voorde is an independent, fee-only RIA offering customized portfolio management and unbiased financial planning counsel to a select clientele. High-quality service, trusted investment advice and ongoing communication between client and the firm's principals are hallmarks that distinguish our firm.

Clients

Clients that benefit from our wealth management expertise include individual investors, family trusts and foundations, endowment funds, charitable remainder trusts, pension and profit sharing plans and other retirement plans such as IRAs, Roth IRAs, 401(k)s and Defined Benefit Plans.