for unpredictable markets
for life’s twists and turns
for generations to come
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.
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.
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.
Feb 13, 2019 - Max Osbon ( 5 mins to read)
We often start new client conversations by asking a simple and direct question, “What does the ideal investment relationship look like to you?” No two answers have been the same. Whether the individual is most interested in sharing ideas, taxes, trusts and estate, investing or something else, a good advisor actively works to know and understand their client. Here’s what that looks like.READ MORE ›
Feb 6, 2019 - John Osbon ( 4 mins to read)
Without doubt the investment year is off to a great start. The stock market in the US is up 8%. January’s return is the best one since 1987. The way things are going we could see a repeat of 2013, one of the best diversified return years ever. What is going right and what could go wrong? Why January is strong January’s stock and bond market returns are strong due to fundamentals. Stock valuations are fairly cheap, earnings are increasing…READ MORE ›
Jan 30, 2019 - John Osbon ( 6 mins to read)
We have made comments before about investing in real estate. This week our entire article is devoted to investment real estate. The goal of allocating money to real estate is largely the same as putting money into stocks. The investor wants growth and income. The similarities end there.READ MORE ›
Osbon Chatter Romantic Views
Looking for a thoughtful and relaxing way to cap off your date night? Head over to Sky Bar at Yotel Boston and order the Valentine’s Day special Chocolate Fondue while you enjoy extraordinary skyline views from the terrace.