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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

Win with Small Firms — 6 Big Ways  

Oct 16, 2018 - John Osbon ( 5 mins to read)

The story of small versus big is as enduring as the David and Goliath legend. Investors who are thinking about changing advisors or picking an advisor for the first time can choose from dozens of big firms and thousands of small firms. So, which is best for you…small or big? Several years ago, Malcolm Gladwell floated the idea that small firms have a real business advantage over larger competitors. We agreed then and feel even more strongly that way now. …

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Stay with International

Oct 10, 2018 - John Osbon ( 5 mins to read)

US-based investors holding international investments are sorely tested these days. Stock markets outside the US have not been generous in returns recently, certainly not as good as US stocks. Furthermore, the dollar is up 9% this year, wiping out what gains are available overseas. Headlines aren’t helping. Brexit talk, regime change and America First have contributed to the concern for international investors. Have we reached a point where the reasons to abandon international investments outweigh all possible benefits? Here are the…

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Less Gold. More Yield.

Oct 3, 2018 - John Osbon ( 5 mins to read)

Gold remains an important asset class in global investment markets. With 190,000 tons mined and a market price of $1200 an ounce, the market value of gold is over $7 trillion dollars. While gold is a meaningful asset class, it has become smaller compared to the rest of the market because its price has been going down since 2011. Is it time to give up on gold? We say no, and here’s why.

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Osbon Chatter Art in the Seaport

The Spanish contemporary artist Okuda San Miguel has arrived in the Seaport. With seven bright, lively sculptures lining Seaport Boulevard, Okuda displays a modern view of ancient myths. The sculptures portray the development of the natural world and how humans have affected it. Be sure to take a mid-day stroll to catch the pieces.