for unpredictable markets
for life’s twists and turns
for generations to come
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.
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.
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.
Nov 14, 2018 - John Osbon ( 3 mins to read)
Intense market volatility over the last few months has been a good reminder that money needed in the next 3 to 24 months should not be in stocks. It should be in a safe, interest-generating investment. The first option that comes to mind is usually bank CDs with FDIC insurance. CDs, like many heavily marketed investment products, are often not the optimal choice. Here is what we are doing with cash today.READ MORE ›
Nov 7, 2018 - John Osbon ( 4 mins to read)
More than 35 Boston area companies have been acquired so far this year. Almost all were privately held. When you are acquired, it’s not just a life-changing liquidity event, it’s validation of your business model and a hard-earned reward for your ideas and long hours. In the big deal, you’ll receive cash, stock and/or incentives to continue working. Then what? Based on my 30 years working with fortunate business sellers, here are three capital R’s to help you get the right…READ MORE ›
Oct 31, 2018 - John Osbon ( 5 mins to read)
The final nine weeks of the calendar year have already started. While we can’t predict prices over the short term we can pick out the news stories that will impact markets worldwide until year end and into 2019. Here are our top five picks, listed in order of importance.READ MORE ›
Osbon Chatter Choreographic Objects
The ICA presents the first comprehensive American exhibition of performative objects, video installations, and interactive sculptures of the internationally celebrated choreographer William Forsythe. Blurring the lines between performance and sculpture, his pieces invite the viewer to engage with choreography in a novel way. The exhibit is on display until February 21.