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

The Incredible Shrinking Market

…and what it means for you

Aug 15, 2018 - Max Osbon ( 5 mins to read)

The New York Times published a feature article last week on our shrinking US stock market. It’s true that the number of publicly listed US securities has dropped from over 7,000 in 1996 to fewer than 3,800 today. That sounds like an economy that’s becoming less diverse, less innovative and less competitive. Is that really the case? Are these numbers a warning sign for investors? Let’s sort it out with some added context:

How Big is Too Big?

Aug 8, 2018 - John Osbon ( 4 mins to read)

Apple made headlines around the world last week when it crossed the $1 trillion dollar market value level. Apple’s value now begs the question, how much higher can it go? Is $2 trillion feasible? How about $4 trillion? Or has Apple grown so large it will begin to fade? Is the trillion dollar mark a limit or a launchpad?

Four Books for Your Summer Reading List

A mix of topics useful for any aspiring or professional investor

Aug 1, 2018 - Max Osbon ( 5 mins to read)

I chose these books to address four themes that I think are valuable for successful investors. The first will help boost your optimism by viewing our progress as a society through a broader lens and a fresh perspective. The second will inspire you to be more effective when getting together with people to share ideas, investment or otherwise. The third, one of Warren Buffett's all-time favorite investment books, will help you focus on the most effective attributes of a successful…

Osbon Chatter All You Can Eat

This Saturday, August 18th, from 11 am – 3 pm Verrill Farm in Concord is celebrating their 100th anniversary. For just 12$ per person, visitors will have all you can eat access to over 30 varieties of locally grown tomatoes, corn on the cob and vegetable dishes. Live bluegrass and pony rides will also be present throughout the feast!