Advisor’s Alpha – A Goal Based Approach

Goal based asset management starts with just that: you and your goals. Whether your goal is to create a legacy for your children or grandkids, generate investment income to fund your lifestyle, or to just participate in the growth of markets, we know that each client is different and there are no mass custom solutions.  Just unique solutions, namely yours. By focusing on timeline, liquidity needs, cost control, diversification, tax efficiency, and investment structure we guide clients and their investments through the complex web of financial investments and global markets.

As a registered investment advisor we are held to the highest legal fiduciary standard, the trustee relationship. We utilize an independent custodian, and we collect only one fee on assets under management. This simple glass box approach allows us to provide endowment level service to every client.

John F. Osbon

John F. Osbon

Founder & Managing Partner

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

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.

The History of Osbon Capital

John F. Osbon established Osbon Capital in 2005 after two prosperous decades on Wall Street.  Osbon Capital was established as the family’s investment management firm, adding outside clients in 2006. Osbon Capital is 100% owned by the family and is its sole investment vehicle.

Previously, John opened the Morgan Stanley private wealth office in Boston in 2000 as its Executive Director. In addition, John was a Managing Director and head of Atlantic Trust Pell Rudman in Boston, and a Managing Director at Credit Suisse First Boston.

Highly committed to the arts, education and community organizations, John is the Chairman of the Board of Overseers and a Trustee ex officio of the Boston Ballet.

John has served on the Development Board of Park Street School in Boston, the Board of Overseers of the Peabody Essex Museum, the Board of the Trustees of the Boys and Girls Club of Nantucket, the vestry of St. Paul’s Church on Nantucket, and as a trustee of the Nantucket New School. Other former board memberships include: the Board of Overseers of the Boston Children’s Museum, and the Board of Trustees of the Boston Lyric Opera.

John earned a BA from the University of Chicago, and an MBA in finance from the Columbia Graduate School of Business. He was an Adjunct Professor of Finance at Babson College Graduate School of Business.

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.

John resides in Beverly, Massachusetts, with his wife and daughter.