for unpredictable markets
for life’s twists and turns
for generations to come
for independent thinkers
Raise Your Expectations
Osbon Capital Management is a family office and independent wealth management firm located in Boston. We provide comprehensive investment services to wealthy families and entrepreneurs. With no products to sell or shareholders to satisfy, we have candid, unbiased, thoughtful partnerships with our clients. We’ve worked hard to create an investor experience united by a shared purpose and shared values.
"Technology is both the problem and the solution. The problem is tech continues to be enormously disruptive. The solution and the antidote is to participate in that disruption by owning a piece of the future."CONTACT
"Even though fiduciary rules are now widely known in investment management, very few families apply them consistently. Osbon Capital was founded according to the fiduciary rule, to put client interests ahead of the sales motivations of the investment industry"CONTACT
"Having worked at many wealth management firms, too often I see professionals firmly rooted in the status quo. Managers who adapt and pivot will out-think, out-strategize and out-execute their peers in any market environment."CONTACT
"It's always a good time to invest in the future. As long as you watch out for value traps and over-promised business models, progress and innovation are a formidable force of nature."CONTACT
Focusing on quality above all else
Jan 13, 2021 - John Osbon ( 5 mins to read)
In elementary terms, value investing means investing when you feel the price is below what it should be. This value philosophy has created many successful billionaire investors like Seth Klarman, Warren Buffett and others. It’s an intuitive philosophy. One should always seek to invest at levels consistent with the value concept. The challenge today is many traditional metrics of value no longer...READ MORE ›
Continuing on the themes from 2020
Jan 6, 2021 - Max Osbon ( 6 mins to read)
The calendar has changed to 2021, but in reality, not much else has. The whole world needs vaccines and that will take all year to deploy. The business models of technology-focused companies will continue to get stronger even though we will be ‘back to normal’ by the end of the year. Bonds have zero to negative yields, the Fed continues to print money and the wealth gap is a major concern. Savi...READ MORE ›
Transitioning into the new year
Dec 23, 2020 - John Osbon ( < 1 minute to read)
As we close this calendar year and head into 2021, we have an opportunity to reflect on the major changes taking place. Change is a constant. However, the change experienced this year has accelerated due to COVID. We have included links to five of our most valuable investment articles of 2020 (below) to highlight trends we’ve identified and expect to continue for many years. We will send our first article of the new year on Thursday, January 7th at 6am.…READ MORE ›
Your investments are carefully tailored to your unique financial needs and family priorities. Risk management, expenses and tax exposures are key.
BIG PICTURE PERSPECTIVE
Utilizing best-in-class technology we provide comprehensive real-time reporting on all your assets, regardless of location.
We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.
Osbon Chatter Boston Lyric Opera’s Winter’s Evening
Boston Lyric Opera (BLO) announces A Winter’s Evening, a seasonal concert with rising soprano Gabriella Reyes that premieres Dec. 21. Reyes makes her BLO debut in this special, recorded live at Castle Hill on the Crane Estate in Ipswich, Mass. The pe Included free with an operabox.tv season subscription, A Winter’s Evening is available on-demand to non-subscribers starting Dec. 21. December 21, 2020 - January 31, 2021