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

Thought leadership – we publish a new article every week

Crypto Investing Announcement

Oct 14, 2021 - Max Osbon ( 2 mins to read)

Based on the continued opportunity we see within crypto assets and blockchain technologies, we are launching a crypto focused investment vehicle available to our clients. In November of 2020 we wrote a post about the updated role of bitcoin and accurately predicted the most recent bull run based on increasing adoption rates and two fundamental principles of influence: authority and social proof. We published this post days before PayPal released new crypto investment features to its 350 million customers. Stanley Druckenmiller, Paul Tudor Jones and other notable…

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Week 41: Labor Challenges, Taiwan Is A Top Risk, Crypto Announcement

Oct 13, 2021 - Max Osbon ( 6 mins to read)

Briefing: Investors should be aware of the employment trends in leading technology companies. Fewer people building the world's biggest companies is another key driver of the increasing wealth gap. | Taiwan is the most important piece of the global semiconductor supply chain by a wide margin. The tense relationship between China and Taiwan is a real risk to watch. | Osbon Capital has a crypto i...

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Week 40: Finviz Map, Pessimism Is Expensive, Supply & Demand of Stocks

Oct 6, 2021 - Max Osbon ( 8 mins to read)

Briefing: Based on its popularity, we are highlighting FinViz this week as a very useful tool for investor education. | Skepticism is a really expensive habit and investors should do their best to avoid being skeptics of the space industry. | Over the past 40 years, public companies purchased 8x more equity through M&A and buybacks than they have sold through IPOs or secondaries.   Finviz...

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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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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 Salem Harvest Fest

Drink in every last drop of autumn with the help of the 14th annual Salem Harvest Fest, a tasting-palooza taking place in Salem this weekend. Sample from local wines, beers, ciders, meads and seltzers. Listen to live music from Wood & Bone while downing libations from Lord Hobo Brewing, Winter Hill Brewing, Citizen Cider, Downeast Cider, Spass Hard Seltzer and Sap House Meadery, Oz Imports and Spellbound Wines—plus so many more New England producers and importers. Saturday, October 16th, 2021