for unpredictable markets
for life’s twists and turns
for generations to come
for independent thinkers
Sep 15, 2021 - Max Osbon ( 7 mins to read)
Briefing: The risk curve is shifting further out for investors. Bonds have become extremely unattractive, especially when compared to the historically risky asset classes. | AI models are learning more complicated tricks. | There's a new robot training to paint our streets. | The NBA is opening ownership to PE firms with significant limitations, highlighting the importance of the owner's mindse...READ MORE ›
Sep 8, 2021 - Max Osbon ( 7 mins to read)
Briefing: Despite constant headlines of inflation, college tuition costs have barely increased. University tuition inflation is at 40-year lows and trending downward. | Ray Dalio's Pure Alpha fund returned just 1.8% annually for the last 7 years. He's largely missed the growth of emergent internet and technology trends. | El Salvador is taking a bold step forward with Bitcoin by making it a nat...READ MORE ›
Sep 1, 2021 - Max Osbon ( 6 mins to read)
Briefing: Global shipping issues are creating delays and pushing prices higher. This is a knock-on effect of the pandemic that will eventually return to normal. | Augmented Reality innovation includes a new laser projector small enough to fit into a regular pair of glasses. | Working from home... Global Shipping Bottlenecks As the Christmas shopping season approaches, you've probably seen...READ MORE ›
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
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 Brookline Porchfest
The sixth annual Brookline Porchfest will a triumphant return the afternoon on Saturday, September 18, 2021. Take the Green Line to Brookline and enjoy a day of music as bands as take over porches, stoops, driveways, front yards and pretty much any old outdoor space throughout the city. From R&B and rock to flamenco and Latvian, there is something for every test. Be sure to check out all of the online schedule, or grab a program at Brookline Booksmith, Brookline Music School or Brookline Village Library. Saturday, September 18, 12pm-6pm.