Investment Management
Manage your liquid assets
Our checklists ensure your liquid assets are in the right accounts, with the right structure, capitalization, sponsorship and risk control.
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Fiduciary Advice
Advice that is closely aligned with your interests
John Osbon founded the firm in 2005 as an advisor adhering to the fiduciary standard. Our commitment to put your interests first is more than a promise; it’s our legal requirement as a registered investment advisor.
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Performance Reporting
Complete reporting on all assets at Osbon Capital and elsewheres
As your financial integrator, we report on all of your financial assets, regardless of custodian. We use state-of-the-art technology to keep you on the cutting edge.
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Access & Referrals to Experts
Coordination of investment process via vetted experts
We understand that successful families with substantial assets need tax, estate and other specialized expertise; we make it readily available.
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Education Center for the Family
Ideas and resources on all aspects of wealth across generations
As a multigenerational business team, John and Max are committed to providing continuity of advice and information for your entire family.
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Latest Articles
Ten Years Post-Crisis, What Have We Learned?
Sep 19, 2018 - John Osbon ( 5 mins to read)
September 2018 is the month to mark – not celebrate – the ten-year anniversary of the financial crisis. The crisis started on three specific days. First, Fannie Mae and Freddie Mac were put into government conservatorship on September 6th. Next, Lehman Brothers filed for bankruptcy on September 15th. Finally, AIG was bailed out by the government on September 16. Just recalling these events can give you the chills. What have we learned since then?
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Determining your liquid assets
6 factors that influence how much cash to hold
Aug 29, 2018 - Max Osbon ( 6 mins to read)
Between boomers wrapping up careers and entrepreneurs thinking about new ones, many are considering retiring from current roles to follow other pursuits, passions and opportunities. For these folks, a critical question is how much cash to hold. Cash reserves provide a sense of security, a buffer against a challenging investment climate and dry powder for interesting one-off opportunities. How much is enough? Is there such a thing as too much? The answer is often a dynamic moving target. Here are…
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Price Targets Are Obsolete: Why are they still a thing?
Sep 12, 2018 - John Osbon ( 5 mins to read)
Apple is in the news again this week because of its Gathering Round conference where the company announces new products and upgrades. With every event like this comes a new round of price targets and buy/hold/sell recommendations from Wall Street analysts. Our question is why do they bother? Individual price targets are notoriously unreliable and can be dangerously wrong.
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