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

Thought leadership – we publish a new article every week

Week 46: The US Constitution, Tracking Web3.0 Hacks, and so on.

Nov 17, 2021 - Max Osbon ( 5 mins to read)

Briefing: A discord channel raised $30m+ in four days to buy the only privately held copy of the US Constitution from Sotheby's, foreshadowing a world where DAOs with passionate leadership gain significant power. Tracking frauds, failures and security breaches in Web3.0. The largest hack to date was returned by the hacker. Don't get carried away with parabolic commodity prices. They ...

READ MORE ›

Week 45: Web3.0 Evolutions

Nov 10, 2021 - Max Osbon ( 9 mins to read)

We're covering Web3.0 this week because the space is evolving rapidly and we want to mark the progress and evolution for our readers. This article covers some of the most notable and relevant updates that we think everyone will find valuable as we look into the future of Web3.0. Skepticism is an expensive habit It feels smart to look at new technology through a critical lens, but optimism and...

READ MORE ›

Week 44: Market Caps, Interoperability, Semiconductors & Squid Games

Nov 3, 2021 - Max Osbon ( 8 mins to read)

Briefing: The market capitalization of an investment is dependent on the distribution of ownership and liquidity. Squid Game's popularity is so powerful it spawned a new currency... that promptly went to zero. Interoperability refers to compatibility between software systems and data sets. It's an essential component of the future of our interconnected digital world. ASML semiconduct...

READ MORE ›

Weekly Articles by Osbon Capital Management:

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.

-Max Osbon

"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

-John Osbon

"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

-Shruti Bansal

"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

-Max Osbon

"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

-John Osbon

"We expect this bifurcated recovery to continue. One curious result from this episode is that the business cycle of boom and bust may finally be gone, thanks to the Fed."

CONTACT

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.

Osbon Capital is carbon negative

Details

Osbon Chatter Snowport at Seaport Common

Snowport at Seaport Common is back! We’re talking iceless curling, light-up bocce, and large-scale versions of classic games like Battleship, Jenga, and KanJam. Stand beneath 2,000 twinkling lights and share your holiday cheer on the 30-foot interactive wish wall, then head over to Tuscan Kitchen for seasonal cocktails and pizzas from their wood-burning oven. New this year is a European-style holiday market showcasing more than 60 artists and vendors, so you can get some shopping done, too. Friday, November 19 – Sunday, November 21