for unpredictable markets
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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.
Regulation is even harder
Jun 11, 2019 - John Osbon ( 6 mins to read)
Senator and presidential candidate Elizabeth Warren fired the first shot across the tech bow with a call on March 8th to “break up big tech.” On June 3rd, the government entered the fray, announcing antitrust investigations into Amazon, Apple, Facebook and Google. Microsoft, the biggest tech company by market value, was a conspicuous non-mention. The four stocks had mixed price results from down -9% to up +5% during that period. Microsoft was up +9% over the same span. How will…READ MORE ›
Fears turn over like the seasons change
Jun 5, 2019 - John Osbon ( 6 mins to read)
A trade war that continues to expand, with more countries involved and louder saber rattling. An unpredictable president. Uneven corporate earnings. An approaching election with 25 candidates, each with his or her own policies, prejudices and priorities. A stalemate in Washington, leaving important initiatives like infrastructure stranded at the curb. It’s a lot. No wonder so many people are worried, driving the market down six weeks in a row. But does all this fear make sense? What’s it mean for…READ MORE ›
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