A Registered Investment Advisory The Index Boutique Established 2005

💡  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

OSBON ON THE MONEY

You Have More Than You Think

Three Investment Tools For You

5 Ways to Compare Investment Advisors

When You Are Acquired: the Three R’s

6 Questions to Ask Your Advisor

5 Healthy Investment Priorities for the Summer

Beating a donkey for not being a horse

Investment Fitness Checklist

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Building Blocks: Asset Allocation with ETF’s

What is the biggest influence on the performance of a portfolio? It’s not stock selection or market timing. It’s asset allocation — how wealth is spread across different asset classes.

We feel index exchange traded funds (ETFs) are the best vehicles to access different asset classes

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.

DIVERSIFICATION

We’ve vetted the field of 1000 available ETFs down to about 60 we consider well structured and ably managed. Using this menu we build highly diverse custom portfolios that encompass a wide range of asset classes and thousands of securities via a relatively small number of ETF holdings.

EXPENSE CONTROL & TAX EFFICIENCY

We strongly favor ETFs that are managed with clear emphasis on controlling expenses and tax exposure. These elements have a big impact on the only measure that matters — how much money you keep.

TRANSPARENCY

Index-based investments track specific published indexes, so you can see what you’re getting and know what you own.

🌎

INDEX INVESTING

Invest in the force of capitalism as a whole rather than pinning your hopes to the fortunes of any individual company. We capture index returns with a thoroughly researched list of ETFs characterized by transparency, low cost, and tax efficiency.

TAX EFFICIENT

What really matters in investing is what’s left after taxes. That’s why we always look at after-tax returns. Ironically, much of the investment industry pretends to ignore this fact. Concentrate on what you can control because it’s not what you make, it’s what you keep.

📈

A FRESH LOOK AT RISK

We define your primary risk as the risk of falling short of long-term financial goals. Fancy portfolio metrics just don’t matter much when you reach a point where you can’t afford to do the things you desire for yourself, future generations, and important philanthropic causes.

John F. Osbon

Founder & Chief Investment Officer

John F. Osbon established Osbon Capital in 2005 after two prosperous decades on Wall Street. As Chief Investment Officer, John oversees all investment decisions including ETF selection, allocations, and risk assessments.

Osbon Capital was established as the family’s asset management firm, adding outside clients in 2006. Osbon Capital is 100% owned by the family and is its sole investment vehicle.

John is also a frequent commentator in the financial media, having been featured on Forbes.com, WCVB, NECN, CNBC, Boston Business Journal, and the Associated Press.

josbon@osboncapital.com 617.217.2772

Max Osbon

Partner

As a Partner, Max’s responsibilities extend from overseeing ETF research and analysis to managing client portfolios, capital allocations, and trade execution. He also runs Osbon Capital operations from top to bottom.

Our boutique investment firm is designed to provide bespoke service to meet each client’s needs. Max is in charge of all client specific projects involving requests for custom investment analysis, risk assessment, and strategic planning.

As a frequent contributor to our weekly publication, Osbon on the Money, Max brings a fresh, entrepreneurial perspective to the markets and the power of investing through indexing.

Prior to joining, Max was at Bloomberg L.P. managing the Bloomberg Terminal relationship with Goldman Sachs. Max holds degrees in Mathematics and Finance from Santa Clara University in California.

As an active member of the Fort Point community in Boston, Max serves on the Advisory Board of the Design Museum Boston and is a firm believer of bringing public art to the Boston area.

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