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Investment Management

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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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Thought leadership – we publish a new article every week

This Article Is A Store Of Value

NFTs are rapidly gaining in popularity

Feb 24, 2021 - Max Osbon ( 7 mins to read)

If it feels like the world is moving exceptionally fast today, you’re not alone in that feeling. NFTs are the start of a major financial revolution. Over this past weekend, NFTs (Non-Fungible-Tokens), accelerated into the mainstream as well over $100m in NFTs changed hands in just a few days. Since NFTs use a public blockchain, all of the transactions, history, volume and number of participants...

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Emergence of the Retail Trader

Feb 17, 2021 - Max Osbon ( 8 mins to read)

The wild ride with GameStop stock, Wall Street Bets, Robinhood and Melvin capital last month was an incredible moment for retail traders. Retail trading today is defined by ultra passionate investment forums, endless supplies of memes, zero dollar trading costs and easy access to powerful financial derivatives called options contracts. Everyone wants to know where these massive groups of trader...

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The Big Cash Glut

The dollar is searching for a standard

Feb 10, 2021 - John Osbon ( 6 mins to read)

The term “too big to fail” was coined following the collapse of Lehman Brothers bank in the heat of the 2008 financial crisis. The Fed chose this term to describe a company with so much complexity and interconnectedness that if they failed they would create an unacceptable amount of financial damage for the rest of the economy. This switch to too-big-to-fail policy ushered in the era of the QE ...

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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 The Emerson String Quartet

The Celebrity Series of Boston presents The Emerson String Quartet. This quartet has maintained its status as one of the world’s premier chamber music ensembles for more than four decades. “With musicians like this,” wrote a reviewer for The Times, London, “there must be some hope for humanity.” The Quartet has made more than 30 acclaimed recordings, and has been honored with nine GRAMMY Awards (including two for Best Classical Album), three Gramophone Awards, the Avery Fisher Prize, and Musical America’s “Ensemble of the Year” This event is available to stream via Celebrity Series at Home along with other great events.