for unpredictable markets
for life’s twists and turns
for generations to come
for independent thinkers
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.
"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
"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
"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
"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
Nov 25, 2020 - John Osbon ( 2 mins to read)
In this age of abundance and challenge, the communal practice of giving thanks is something to be grateful for in and of itself. Taking the time to give thanks is an opportunity for a perspective reset. It allows us to step beyond whatever challenge-du-jour we have faced and step into a place of empathy and connection. Words that come to mind this Thanksgiving are gratitude, richness, simplicity, friendship, family, and charity. This year is not without its trials and sorrow,…READ MORE ›
Return to Normal in 2022
Nov 18, 2020 - John Osbon ( 5 mins to read)
The first case of COVID was Nov 17th 2019, exactly one year ago. Moderna announced a 94.5% effective vaccine this week. Pfizer’s vaccine is 95% effective and ready for emergency use approval by the FDA in one month. We can expect more effective vaccines from Regeneron, Johnson & Johnson, Sanofi and Roche which are nearing new stock price highs this week. Small and large companies are working to...READ MORE ›
Digital Currency Evolution
Nov 11, 2020 - Max Osbon ( 7 mins to read)
Digital currency acceptance among the general population has made great strides since we last wrote about it in 2017. Many have predicted that governments will adopt digital currencies as a better way to track and influence currency supplies. This government adoption is happening in China as we speak. It will likely happen in the US in the not too distant future. It’s often difficult to get a b...READ MORE ›
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.
We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.
Osbon Chatter Boston Magazine’s Taste 2020
This year, Boston magazine is bringing Taste 2020 to you! Purchase tickets on Boston.com and take advantage of over 80 dining and takeout offers experience between November 16 and the end of the year with the Taste Passport program And tune in on Boston.com for nightly virtual events with chefs and journalists. Ticket proceeds benefit Mass Restaurants United, a coalition of Massachusetts restaurant professionals advocating for the hospitality industry and planning solutions to survive, repair and rebuild in the time of COVID-19 and beyond. November 16-Wednesday, December 30