Investment Management

Weekly Articles by Osbon Capital Management:

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A Win For The Good Guys

The good guys are you. This win comes courtesy of the US Department of Labor (DOL) who made it official last week. Anyone advising individuals on their retirement accounts must “act like a fiduciary.” What does that mean? Fiduciary is the highest standard in investment management. It means you must put the interests of the person you represent first in all situations. Sounds obvious, but it hasn’t been. We’ve embraced the fiduciary standard since Day One of Osbon Capital in 2005. Many firms can operate without it. This DOL ruling is a big step forward. Here’s why.

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Which Rockstar Investor Are You?

Let’s try something different this week and have some fun, too. Have you ever wondered what kind of Rockstar Investor you are? Take the quiz to find out. (Disclosure: no professional investment rockstars were harmed in the making of this project). Max Osbon- mosbon@osboncapital.com

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The Great Hedge Fund Mystery

If you’ve heard people are making a killing in hedge funds, you heard right. The operators of hedge funds earn oversized fees year in and year out. Their investors, not so much.  What do the hedgies do to earn the big fees? This is one of investing’s most baffling mysteries. Hedge funds are essentially mutual funds without a curfew. Because…

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