Fiduciary Advice

Put your interests first

 

In today’s financial services world it is often difficult to distinguish unbiased advice from a product sales pitch. There’s no such confusion when working with Osbon Capital. As a registered investment advisor, we are beholden to (and paid by) no one except you. The families we partner with appreciate the transparency and clarity of the fiduciary standard.

Peace of Mind

Osbon Capital provides money stress relief through expert strategic partnership. We are experienced partners for your personal investments.

Plan for Adventure

Our comprehensive values-based investment planning process ensures every aspect of your financial plan is considered. Even your adventures.

Security for your Children

Our process makes sure your children have the financial literacy to appreciate the family wealth and use it wisely.

Case Story

Divide and conquer

As successful professionals, they prefer to focus on what they do best. One makes the investment decisions. The other manages day-to-day aspects of the family. They both deeply understand the power of a long-term perspective as they invest for the family. We make sure both are fully informed at all times, and that a plan is in place if either one needs to take over in an emergency.

Fiduciary Advice Articles

When the music stops

May 16, 2018 - Max Osbon

Markets hum along to their own beat and rhythm, until they don’t. From time to time, the music suddenly stops. It might be fears of a trade war that trigger a sudden silence and jarring price dislocations. It might be Korea, protests in Jerusalem, or bankruptcy fears in China. We typically get no advance warning, and never know how long the silence will last. But we do know this: at some point, the music will stop. Will you be ready, or have to scramble to find a chair?

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A Micro-Bubble Is Popped

February 14, 2018 - John Osbon

It’s been 20 days since the Dow peaked at 26, 400.  After a wild ride, the index is back within a few percentage points of that level. While very little has changed in the diversified portfolio of long-term investors, some casualties of the market flip-flops have floated to the surface. One is LJMIX. Here’s the story of a fund that took a few bad days and turned them into bona fide disasters.  What can we learn from its mistakes?

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Three Ways to Protect a Windfall

February 7, 2018 - Max Osbon

The sudden arrival of a large sum of money can be exciting and disorienting at the same time. The big dollar amount may short-circuit some of your normal financial decision rules and patterns. With that in mind, we offer you three solid ways to protect a windfall and prevent future regrets about how you spend and invest it.

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