Tiburon Financial Advisors, Inc.

Overview

Tiburon Financial Advisors, Inc. is an independent registered investment adviser that focuses on fee-based portfolio and planning services for individuals, families and small institutions. The firm emphasizes equity-oriented investment solutions, running discretionary strategies for a small number of high-net-worth clients. Advisory services include comprehensive financial planning, portfolio management for individuals and businesses, periodic publications and educational workshops. Fee arrangements combine asset-based fees and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. The firm’s portfolio bias is toward exchange-traded equities and equity-focused vehicles, with active use of mutual funds and external alternative managers to complement core equity exposures. Investment activity appears concentrated and tailored rather than broadly diversified across a large client base, suggesting high-touch service and customized portfolio construction for each client relationship.

Assets & Accounts

Public Holdings

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Location & Offices