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OUR SERVICES

Comprehensive planning that puts your financial house in order.

The connection between investments and people is complicated, and it doesn’t have to be overwhelming or mysterious. What wishes do you want your money to fulfill or facilitate? Who are the people you want to benefit? What experiences do you want to create for your family?

At Osbon Capital, your investment journey is a disciplined pursuit of your unique vision for the future. We use a three-step process to begin the discussion. The journey helps create enduring prosperity for your family.

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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Let's Talk

Your family is changing. Is your portfolio keeping up?

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Latest Articles

The Perils of Pessimism

Jul 18, 2018 - John Osbon ( 4 mins to read)

In 2010 I got two client inquiries to create an "Armageddon Portfolio," a collection of assets that would hold its value come hell or high water. Recall that we had just pulled out of the financial crisis. Many expected a repeat. For some, pessimism was so high in 2010 there was no expectation for an increase in asset value; just maintaining value was plenty. What happened next?

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Local Companies Hitting Home Runs as Fast as Red Sox 

Jul 3, 2018 - John Osbon ( 4 mins to read)

Three local companies were in the national news last week. They are great examples of how local innovators create jobs, opportunity and wealth. By applying new ideas in mature industries, they created two billionaires, revived an old retailer, and established a brand new billion dollar company. I am talking about Wayfair, BJ’s and PillPack.

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6 Features I’d Add To The Financial Industry

Algorithms To Live By

Jul 11, 2018 - Max Osbon ( 5 mins to read)

In 2013 Google’s New York office ran an experiment that replaced the normal glass M&M containers with opaque containers labeled “M&Ms." Within seven weeks the 2,000 person office’s consumption of M&M’s had dropped by over 3.1 million calories. Without changing our willpower or discipline, we can control our healthy habits with simple changes to our environment. We should be able to do the same with our financial health by making small tweaks to our financial environment. Here are six M&M/Google…

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