WHAT IS AN INDEX BOUTIQUE?
As a first-of-its-kind index boutique, Osbon Capital combines the power of index investments with the personal service of a high-end boutique. Our index-only investment philosophy allows us to carefully allocate your holdings to distinct asset classes based on your goals and risk tolerance, without trying to guess which securities will outperform the market in the next few weeks. Our boutique business model means you will deal directly with founder John Osbon, receiving the kind of personal care and attention that only a company owner can deliver.
THERE HAD TO BE A BETTER WAY
“I worked for many years at the managing director level in large wealth management practices. In those firms we went to great expense to engage analysts, economists and consultants to pick stocks and money managers that could beat the market. Sometimes the picks worked. Often they did not. For all the expertise deployed to outsmart the market, the results, on average, were just that, pretty average. Between the average results and the continual turnover of sales people, I realized there had to be a better way to serve the needs of investors. I built Osbon Capital in that pursuit.” – John Osbon