access simplicity everywhere

access. simplicity. everywhere.

In 1983, we began as private bankers in California.

Today, Mosaic is a global financial institution working with advisors serving the 510 thousand ultra-high net worth individuals and families who control $9.8 trillion.

Our 1:1 relationships win the biggest mandates, meet the greatest challenges, and seize the most elusive opportunities…all 'under one roof'.

Learn more about us, our relationships with advisors, and about our comprehensive solutions to meet your needs.

access

Mosaic puts you first.
simplicity

No drama. Just solutions.
everywhere

We have you covered.

contact

TRUSTED ADVISORS

independent thinkers

PRIVATE CLIENTS

high net worth individuals and families

SOLUTIONS

private solutions for private clients

CASES

our solutions at work

CULTURE

winning together

your success is our success

Mosaic embraces an abundance mentality. We see opportunities in every challenge, and we tackle them together.

We focus on 1:1 relationships that endure. Your relationship with us defines our entire culture.

We build relationships on a gold standard of honesty, performance, and confidence. We earn your confidence by winning mandates and delivering excellent results the first time, every time.

We play to win. Together, we can win a lot.

Brad Jensen

“We built 40 years of success with the best people in the world. You should too.”

WORK

working together

relationships are key

Since 1983, Mosaic has built tremendous relationships in the global community of advisors to ultra-high net worth individuals and families.

Even now, we still work with three generations of our ‘founding clients’ families, and these enduring relationships are the focus of our work.

Mosaic commits to enduring relationships. It’s our core strength.

We are always accessible and responsive to you. We thrive in 1:1 contact, and we put you first.

We try to simplify our relationships by meeting your challenges and seizing your opportunities ‘under one roof’.

We meet you where you are, and we support you and your ideas with our team and with our resources.

The best people, the best relationships, and the best solutions. It’s how we work.

Dave Garff

“Strong relationships. That’s how we win, and how we win matters.”

STANDARDS

1:1 relationships, elite solutions

your business is our core business

“What do you need from us?”

Let’s start with 1:1 communication between us. We put you first.

We are always there with you. Mosaic devotes significant staff and resources to respond to you quickly, confidently, and thoroughly.

You can count on us to deliver exactly what you need, when it matters most. We deliver comprehensive solutions - 100% solutions that are tailor-made for your private clients. We have you covered.

You never settle for second best. Our approach to asset preservation and growth integrates jurisdictions, structures, instruments, and active management under one roof to vastly exceed your expectations for managed privacy and safekeeping.

We asked.

You told us.

We listened.

Rob Jensen

“You demanded responsive leadership and elite products. Mosaic delivered.”

TEAM

veteran servant leaders

attitude

We have an abundance mentality. Our team knows opportunities outnumber challenges, and there are new worlds to conquer. We bring optimism to you, every day.
aptitude

We get your work done quickly, quietly, and well. We embrace excellence in breadth, depth, and accomplishment. Mosaic does it right the first time, every time.
fit

We lead and we serve. Our experience, our work, and our achievements must both lead the way and serve your interests. We connect with you 1:1.