Client Portals

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

4 Ways To Maintain A Focus On The Long Term

Mar 20, 2019 - John Osbon ( 5 mins to read)

As the first quarter nears an end the inevitable question arises, “How long can the strong Q1 returns go on?” Amid the uncertainty we see many investors holding cash with little interest in taking on risk. This cautious approach means safety in the short term, but perhaps at a big loss of opportunity for the long term. Here are four ways to maintain a long-term focus following the first quarter’s sharp and unexpected advance. Ignore the “I don’t want to…

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When Is Passive Too Passive?

Mar 12, 2019 - Max Osbon ( 7 mins to read)

Regular readers and clients know Osbon Capital Management as an early and continued champion of index investing. Five years ago the distinction between active management and passive indexing was fairly well defined. Passive meant holding a market cap weighted basket of stocks. Active investors practiced stock picking, and some market timing, hoping to avoid the losers and find the winners. Over time that distinction has become far more nuanced. We now see many variations and shades of passive… and clear…

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Invest Like A Conservative

Mar 6, 2019 - John Osbon ( 5 mins to read)

When a recent new client signed on with Osbon Capital, he described himself as "a conservative investor.” Because that phrase can mean different things to different people, it was important to discuss what that meant to this individual. What is the goal of conservative investing? What does it look like in practice? What would a conservative investor invest in now? And so on. The discussion inspired me to tackle the topic for this week’s article.

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Osbon Chatter The Macallan at Menton

Enjoy a six-course dinner with scotch pairings from Macallan and Highland Park, at The Menton, Barbara Lynch’s modern eatery in Fort Point, Tuesday, Mar. 26 at 6 pm. The Macallan at Menton invites guests to begin with a welcome cocktail featuring The Macallan Gold before sitting down to a luxurious tasting menu crafted by Chef de Cuisine Lucas Sousa and Pastry Chef Giselle Miller to expertly showcase the versatility of single malt scotch.