Client Portals

Investment Management

for unpredictable markets

Investment Management

for life’s twists and turns

Investment Management

for generations to come

Investment Management

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.

CUSTOM STRATEGIES

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.

COLLECTIVE EXPERTISE

We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.

Let’s Talk

What does the ideal investment advisor relationship look like to you?

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As your family changes, are your investments keeping up?

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Research and experience matters.

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How can you pass your personal and financial values on to the next generation?

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Are your investments properly aligned to your unique set of risks and opportunities?

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Osbon Capital is carbon negative

Details

Latest Articles

The Crude Story of Oil

Don’t Be Misled By Dividend Yields

Apr 8, 2020 - John Osbon ( 9 mins to read)

Daily global oil demand was 100 million barrels per day in 2019 and was expected to be slightly more in 2020. In the new COVID economy, daily demand is difficult to determine although it is clearly significantly lower. Some say it is 77 million barrels per day. Some say it is much lower, questioning who is driving cars and who is riding in airplanes. Further, Saudi Arabia and Russia are in a pr...

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Not So Fast, Major Obstacles Remain

Apr 1, 2020 - Max Osbon ( 8 mins to read)

As of late Wednesday bulls and bears can take their pick from a wide menu of opinions. Bulls say a vaccine is coming and the curve is flattening. Bears point to record Fed and government packages that carry a huge cost. The bears, like Jeff Gundlach and Howard Marks, come from the bond market side. Naturally, they see much more selling and unprecedented intervention to stabilize markets. The bu...

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Buying Signs In An Uncertain World

Imagine the Unthinkable

Mar 25, 2020 - John Osbon ( 8 mins to read)

Since we have a large amount of cash in client accounts it’s natural that we are looking for signs of when to buy again. It’s important that these signs are real and measurable. There are currently 25 indicators on our internal list in 5 different categories and the list is growing daily. In this article I will mention the major event in each category since those are the ones none of us has exp...

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Osbon Chatter Boston Arts and Culture Online

We may be home but there is still plenty of opportunities to enjoy the arts and culture that Boston has to offer. Stream the dress rehearsal of Carmen from Boston Ballet.  Experience the Boston Lyric Opera's "Norma" online or the Boston Symphony Orchestra's collection of performance online. Stock up on your favorite wines from City Winery who provides free delivery in Boston or FedEx delivery throughout Massachusetts. Trillium Brewery is also offering offering home delivery or curb-side pickup.