for unpredictable markets
for life’s twists and turns
for generations to come
for independent thinkers
Raise Your Expectations
Osbon Capital Management is a fee-only registered investment advisory firm located in Boston. With no products to sell or shareholders to satisfy, we work only for our clients, providing candid, unbiased, independent guidance. We’ve worked hard to create an investor experience as unique as our clients and their families.
Your portfolio is carefully tailored to your financial needs and family priorities, while managing risk, expenses and tax exposure.
BIG PICTURE PERSPECTIVE
Utilizing best-in-class technology we provide comprehensive real-time reporting on all your assets, regardless of location or manager.
As a client, you gain access to our solid network of tax, accounting, estate and other specialists. Together we provide clear direction on difficult topics.
Jul 18, 2018 - John Osbon ( 4 mins to read)
In 2010 I got two client inquiries to create an "Armageddon Portfolio," a collection of assets that would hold its value come hell or high water. Recall that we had just pulled out of the financial crisis. Many expected a repeat. For some, pessimism was so high in 2010 there was no expectation for an increase in asset value; just maintaining value was plenty. What happened next?READ MORE ›
Jul 3, 2018 - John Osbon ( 4 mins to read)
Three local companies were in the national news last week. They are great examples of how local innovators create jobs, opportunity and wealth. By applying new ideas in mature industries, they created two billionaires, revived an old retailer, and established a brand new billion dollar company. I am talking about Wayfair, BJ’s and PillPack.READ MORE ›
Algorithms To Live By
Jul 11, 2018 - Max Osbon ( 5 mins to read)
In 2013 Google’s New York office ran an experiment that replaced the normal glass M&M containers with opaque containers labeled “M&Ms." Within seven weeks the 2,000 person office’s consumption of M&M’s had dropped by over 3.1 million calories. Without changing our willpower or discipline, we can control our healthy habits with simple changes to our environment. We should be able to do the same with our financial health by making small tweaks to our financial environment. Here are six M&M/Google…READ MORE ›
Osbon Chatter The Competition is On
Ever wonder who’s secretly walking around as the funniest person you know? This week from Tue July 10th to Sat July 14th, Laugh Boston is hosting a competition to find the “Funniest Person in Massachusetts.” Each night a handful of comedians will compete in short standup sets for cash prizes and most importantly, bragging rights.