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.

Let’s Talk

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

Financial Repair Continues

It's Fannie and Freddie's Turn

Sep 11, 2019 - Max Osbon ( 4 mins to read)

Our two mortgage giants, Fannie Mae and Freddie Mac, have been in the news this month with positive comments. Their stocks and other securities have responded with a sharp jump, indicating hope that we will return to a healthy mortgage market and get the government largely out of the mortgage business. The securities are officially worthless but speculators are betting that they will be worth a...

100-Year Bonds for the United States

Better to Issue Than to Own

Sep 3, 2019 - John Osbon ( 5 mins to read)

The US Treasury has been considering issuing 100-year bonds for some time. Based on recent comments by the US Treasury Secretary this may actually happen this year. These are unusual monetary times that allow the government to lower its financing costs. But what are the implications for US individual investors? Do bonds due in 2120 make sense for you? Current long-term rates in the US For exp...

The Almighty Dollar

Dollar Strength Benefits Investors

Aug 26, 2019 - John Osbon ( 4 mins to read)

Heading into the final third of the investment year there are few sure things for investors to count on. One sure thing, however, is the US dollar. It has been appreciating slightly for years, and has been strong even though the US economy would be doing better with a slightly weaker dollar. Why do we believe dollar strength will persist? The only game in town The major currencies competing f...

Osbon Chatter Somerville’s Bow Market

Tucked away in Union Square, Bow Market has it all: art, comedy, beer, wine, perogies, and retail shops. This former storage building has been renovated to house more than 30 shops and features an open walkable, outdoor space. Take advantage of these sunny fall days at Now Market!

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