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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 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.

Custom Portfolios

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.

CANDID ANSWERS

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.

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

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Your family is changing. Is your portfolio keeping up?

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Research matters. Who’s doing yours?

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

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Who is your advisor really working for?

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Latest Articles

The second law of thermodynamics and your portfolio

Dec 12, 2018 - Max Osbon ( 5 mins to read)

Nobel prize-winning physicist and world-famous lecturer Richard Feynman may be known best by his endless cross-discipline curiosity. This curiosity and exploration into new fields resulted in many novel and useful discoveries. Expanding on the mental models theme we discussed two weeks ago and crossing disciplines into the realm of physics, this article explores the second law of thermodynamics and how it applies to your investment life.

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Trade wars and your portfolio – 3 measures

Dec 5, 2018 - John Osbon ( 5 mins to read)

War is a big word and usually cause for concern among investors. I’ll limit this article to the financial aspects of a war because this war I am talking about is overwhelmingly financial. When the word war is mentioned many older people think of the Cold War. The Cold War was much more than financial and ended decades ago. Now the phrase Trade War is in the air. How can you tell the effect on your portfolio of a Trade War?

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5 Mental Models To Help You Be A Better Investor

Nov 28, 2018 - Max Osbon ( 5 mins to read)

Shane Parish isn’t yet a household name but over the last two years, he’s become one of my favorite thinkers and writers. Here are five mental models from his complete list of 109 with comments on how you can apply them to your investment thinking. The goal of this article is to help you find new answers to old questions by altering the way you look at the problem.

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Osbon Chatter Urban Axes

Think of it as darts, only a bit more… powerful. The newly opened Somerville location from “Urban Axes” allows you to train in the classic art of axe throwing. Gather a team of 6 or go in by yourself to discover fellow adventurous types; snacks are currently available along with beer, mead, and cocktails.

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