Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out?

In this episode, Tony spoke with Bob Bingham. Bob is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to $5 billion in assets, has nine partners, and approximately 50 employees in two Bay Area offices - its headquarters in San Francisco and its branch office in Redwood Shores.

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Connect with Bob Bingham:

Bingham, Osborn and Scarborough home page: www.bosinvest.com

Bio:

Bob Bingham is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to $5 billion in assets, has nine partners, and approximately 50 employees in two Bay Area offices - its headquarters in San Francisco and its branch office in Redwood Shores.   The firm does high-end financial planning and manages portfolios of diversified no load funds, principally Vanguard and DFA, on a fee-only, assets under management basis. It’s minimum portfolio size is $3 million.