Family Investment Management

Integrated planning for generational wealth.

 

Weekly Articles by Osbon Capital Management:

Family Wealth Management

Investments

Independent fiduciary advice that is closely aligned with your interests. We're fee only with no product sales.

Client Services

First rate personal service starts with a discussion of our power questions to mold our services to your expectations.

Technology

Best-in-class technology includes interactive online reporting for all of your assets regardless of location or manager.

Network

Osbon Capital connects clients with top professionals in accounting, tax, insurance, trusts, estates and more. We are your financial quarterback.

For The Affluent Family

This busy team divides and conquers. One handles investing, overseeing a plan that serves the whole family. The other handles other family responsibilities. They focus on the financial literacy of their children and tell stories about the proper use of money. Together they’re ready for the future.

For The Entrepreneur Couple

With a true multigenerational perspective, they believe communication is their greatest asset. They take the time to discuss and share financial values with their adult children and parents. They divide and conquer when it comes to investments while making sure they are both informed. Investing is important to them but it doesn’t get in the way of important family, professional and philanthropic activities.

“It’s All On Me”

Many people admire your financial success. Your independence can be a point of pride but also an ongoing challenge. Successful, informed and skeptical, you know the difference between a sales pitch and true advice. You expect your team to have integrity and honesty as they partner with you for the long run. 

 

Latest Articles

A Micro-Bubble Is Popped

February 14, 2018 - John Osbon

It’s been 20 days since the Dow peaked at 26, 400.  After a wild ride, the index is back within a few percentage points of that level. While very little has changed in the diversified portfolio of long-term investors, some casualties of the market flip-flops have floated to the surface. One is LJMIX. Here’s the story of a fund that took a few bad days and turned them into bona fide disasters.  What can we learn from its mistakes?

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Three Ways to Protect a Windfall

February 7, 2018 - Max Osbon

The sudden arrival of a large sum of money can be exciting and disorienting at the same time. The big dollar amount may short-circuit some of your normal financial decision rules and patterns. With that in mind, we offer you three solid ways to protect a windfall and prevent future regrets about how you spend and invest it.

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The Road Ahead for the Almighty Dollar

January 31, 2018 - John Osbon

Big changes in dollar strength can have big economic effects at home and around the world. The strong dollar was called into question last week in Davos and emerged unchanged.  What will investors be looking for the dollar to do in 2018?  Here’s our checklist.

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