MY FINANCIAL FUTURE
At what rates can I expect my money to grow? Will I have enough money in the future? For best investment results, your portfolio requires ongoing maintenance, upkeep, repair, and improvement just like your home. How do you know you’re getting everything you need? Our 30+ years of experience helps you answer those questions. With us you will establish a clear understanding of the investment goals for you and your family so that you can be financially comfortable and confident.
MY QUESTIONS AND ANSWERS
Are people taking advantage of me? Exactly, how much am I paying? And for what? Do I know my precise after-tax return? After all, it’s not what you make, it’s what you keep. On top of that you may wonder: what is my risk, is volatility really the best measure of that risk, how much liquidity do I need, and what do I do when there is bad news or shocking events? Osbon Capital answers these questions for you in a direct and factual way. Raise your expectations so you can get the most out of your investments.
A FAMILY INVESTMENT OFFICE
Investment management of your liquid assets
Performance reporting on all assets including those outside of Osbon Capital. Call it your CFO level report for your family’s investments.
Advice to you that is free from conflict of interest, fee only with no product sales
Center of investment information with access and referral to experts: accountants, lawyers, or insurance agents – no compensation accepted
Investment and money education center for the family across generations