Family investment partners since 2005.

Stay on your investment journey with the help of Osbon Capital, your investment manager and financial integrator. We are long term and experienced with investments. Strong families end up with reduced stress, increased awareness and confirmed goals via the latest in technology, real experience and investment people who you can talk with.

Weekly Articles by Osbon Capital Management:

Family Wealth Management

Investments

Independent fiduciary advice that is closely aligned with your interests. Fee only with no product sales.

Client Services

First rate personal service starts with a discussion of our power questions to mold our services to your expectations.

Technology

Best in class technology includes interactive online reporting for all of your assets regardless of location or manager.

Network

Osbon Capital is your financial integrator for vetted top professionals in accounting, taxes, insurance, trusts and estates. We act as your financial quarterback, while you call the shots.

The affluent family
They are financially secure, worry about the financial literacy of their three recently adult children. They plan for the comfortable health of their parents. They tell stories about the proper use of money. The adult kids and the grandparents chime in, too.

The entrepreneur couple
They divide and conquer when it comes to investments. He makes the investment decisions, and she trusts him.  She makes sure he is always informed, in case anything happens to her.  He and she are efficient in their investments because they are busy doing important personal, family, professional and philanthropic activities.

The independent woman
She has been independent for some time. She expects those advising her to talk with her, not under her or over her. She is informed, decisive and determined. Many people admire her financial success. She has been successful for a long time.

Latest Articles

Decathlon Raises $100k for the kids

July 26, 2017 - John Osbon

Over the weekend Max and I participated in our favorite event of the year, the D10. It’s a decathlon for professionals from the financial industry and other fields. Dozens of us spent Saturday at the MIT track running, jumping, throwing and lifting. We love the competition and the cause. This year’s Boston event raised $100,000 for pediatric cancer. 

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Four Ways To Give Up Certainty 

July 19, 2017 - John Osbon

In the investment industry, “certainty” is typically defined in terms of a specific guaranteed return. For instance, savings accounts and US Treasury Bills offer certain (but low) returns. T-Bills are finally paying some interest now, a whopping .98% annually. Call it one percent, or $10,000 dollars on $1 million, essentially risk-free. That’s the textbook definition of certainty, but when we talk to investors, their definitions of certainty are rarely so narrow and clinical. What else does certainty mean and how can you achieve it?

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To Give or Not To Give: How to Say No when Asked for a Donation

July 12, 2017 - Emily Scott

When asked what one of the bigger personal challenges a philanthropist faces, the answer often is “saying no when asked for funding, board participation, or a time commitment.”  At The Philanthropy Workshop, where I am an alumna, we refer to this as the investment of our time, treasure, and talent.

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