for unpredictable markets
for life’s twists and turns
for generations to come
for independent thinkers
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.
"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."CONTACT
"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"CONTACT
"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."CONTACT
"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."CONTACT
Jul 28, 2020 - Max Osbon ( 8 mins to read)
Consider the balance between resilience and optionality. Resilience is what most traditional wealth management firms focus on, and for good reason. A commitment to investment resilience means owning foundational ‘always there for you when you need it’ investments. Examples include cash, fixed income, many types of real estate, social security, pensions, stable salaries and core equity holdings....READ MORE ›
Balancing media, anxieties and patience
Jul 22, 2020 - John Osbon ( 6 mins to read)
We are now less than four months away from the Presidential election on Tuesday, November 3rd. Our nation's challenges with accelerated wealth inequality and climate change are larger than any single party's political agenda. Like the others, this one is likely to be decided quickly, which means we will know the results in the middle of the night. In chaotic times, the regularity and predictab...READ MORE ›
Where Do We Stand
Jul 15, 2020 - John Osbon ( 6 mins to read)
Earnings season began this week on Tuesday and will continue through August 9th. The peak day is Thursday, July 30th with 286 companies reporting. The next earnings season won't be until mid-October. Due to COVID, this quarter stands out as the most opaque, non-indicative earnings season ever. Risk on, risk off is no longer an adequate description for guiding investors during a pandemic. Here a...READ MORE ›
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.
We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.
Osbon Chatter Thirteen Works: Explore Gardner’s Stolen Art
It's a familiar story by now: in the early morning hours of March 18, 1990, a pair of thieves disguised as Boston police officers entered the Gardner Museum and stole thirteen works of art. But what more we know of these works? How did they become a part of Isabella Gardner's collection, and how they were taken? You can now access these thirteen works of stolen art via Google Arts & Culture.