RIA and CTA Offerings Osher Capital Advisors, LLC operates as both a registered independent advisor and a commodity trading advisor, presenting multiple cross-sell opportunities with high net worth clients and hedge funds seeking diversified financial management and hedging solutions.

Boutique Firm Advantage As a boutique firm with a lean team, there is potential to partner on white-label or outsourced support services, quarterly strategy reviews, and scalable advisory packages for smaller institutions that value personalized attention.

Technology Stack Usage Utilize their cloud and development tech footprint (AWS, Microsoft 365, Immutable.js, core-js) to propose cloud-based risk analytics, data integration, and client portal enhancements that improve reporting speed and customization for affluent clients.

Revenue Range With revenue estimated at 1 to 10 million, there is opportunity to offer growth-focused services such as advanced portfolio construction, model development, and regulatory/compliance consulting tailored to smaller asset managers and family offices.

Targeted Markets Focus on high net worth individuals, families, and small institutions, along with hedge funds and commodity traders; develop targeted outreach for introductions to potential co- advisors, strategic partnerships, and shared service arrangements.