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for life’s twists and turns

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Weekly Articles by Osbon Capital Management:

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.

-Max Osbon

"Technology is both the problem and the solution. The problem is tech continues to be enormously disruptive. The solution and the antidote is to participate in that disruption by owning a piece of the future."

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-John Osbon

"Even though fiduciary rules are now widely known in investment management, very few families apply them consistently. Osbon Capital was founded according to the fiduciary rule, to put client interests ahead of the sales motivations of the investment industry"

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-Shruti Bansal

"Having worked at many wealth management firms, too often I see professionals firmly rooted in the status quo. Managers who adapt and pivot will out-think, out-strategize and out-execute their peers in any market environment."

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-Max Osbon

"It's always a good time to invest in the future. As long as you watch out for value traps and over-promised business models, progress and innovation are a formidable force of nature."

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-John Osbon

"We expect this bifurcated recovery to continue. One curious result from this episode is that the business cycle of boom and bust may finally be gone, thanks to the Fed."

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Latest Articles

A Short Comment on the Bull Case

Looking Forward to Better

Oct 28, 2020 - John Osbon ( 5 mins to read)

We have been stuck in a range-bound territory for broader market indices since the beginning of September. The election is imminent and the virus activity in many parts of the world is returning. The lack of the stimulus plan and potential monopoly regulation adds to anxiety, understandably so. Despite all of this, we see a positive road ahead for investors who take the longer view. Here is why...

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The Burden of Regulation

Wrong if you do, wrong if you don’t

Oct 21, 2020 - Max Osbon ( 6 mins to read)

We’re at a crossroads for large technology monopolies and their platform business models. If we regulate them and slow their growth, they could stall and lose out on new opportunities. If we don’t regulate them, they could increasingly grow more dominant while crowding out new entrants and resting on their laurels. Competition is what keeps companies fit, lean and hungry. The regulators do not ...

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Investing in the Next Fiscal Stimulus

Winners and Losers

Oct 14, 2020 - John Osbon ( 7 mins to read)

We all know there is a great deal of uncertainty about the next election, who will win, who will have control and who the new players will be. By design, the US experiences a major reshuffling every four years in our political structure. Despite the unpredictable changes, one thing is clear: there will be more fiscal stimulus going forward. There is at least one and possibly more fiscal stimulu...

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CUSTOM STRATEGIES

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.

COLLECTIVE EXPERTISE

We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.

Osbon Capital is carbon negative

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Osbon Chatter David Attenborough: A Life On Our Planet

World-renowned naturalist David Attenborough has released a new film, “Life on Our Planet” which he calls his “witness statement” for the environment. The film traces his 60-year career and some of the biggest challenges facing life on our planet, providing a snapshot of global nature loss in a single lifetime. With it comes a powerful message of hope for future generations as Attenborough reveals the solutions to help save our planet from disaster. “Life on Our Planet” Trailer | Netflix