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.
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.
A different kind of war
May 27, 2020 - John Osbon ( 8 mins to read)
The first Cold War was between the United States and the Soviet Union and it lasted from 1947 to 1991. The Next Cold War, also known as the New Cold War, has various starting points. At the earliest, one could say it started with President Nixon’s visit to China in 1972. Or it started the year China was admitted to the World Trade Organization (2001). Or the year China stopped pegging its curre...READ MORE ›
Dividends and Interest Will Be Changing
May 20, 2020 - John Osbon ( 8 mins to read)
The testimony of Fed chairman Jerome Powell and Treasury Secretary Steve Mnuchin on Tuesday have put the two primary supporters of the US economy in the spotlight again. Both said versions of positive phrases like, ‘whatever it takes, more stimulus, and back to work’. Markets anticipated the statements and reacted positively all week. Part of that rally can also be attributed to progress on the...READ MORE ›
What Has Changed and What Remains The Same?
May 13, 2020 - Max Osbon ( 6 mins to read)
Investors everywhere today are seeking answers to the same question: In a complex and uncertain world, where can we find reliable investment returns with reasonable protection from risk? With COVID reshuffling the cards, some clear investment patterns are emerging. Prices tell us what we need to know Prices of high quality businesses have increased significantly from the March lows. The best ...READ MORE ›
Osbon Chatter Streaming Outta Fenway
This Friday, legendary Boston band The Dropkick Murphys will be the first band to play directly on the dirt and grass of the infield diamond at Fenway Park. No audience will be in the stands but the event will be live-streamed to you a home. The evening will also feature a double-play with Bruce Springsteen. Streaming Outta Fenway will raise funds for Boston Resiliency Fund, Habitat For Humanity Greater Boston, and Feeding America. Streaming Outta Fenway, Friday, May 29.