Fiduciary Advice

Put your interests first

The fiduciary standard is the only standard for family money management.  We look anywhere and everywhere for the best investments for you.  As a pure registered investment advisor we can select any investments on your behalf because we are beholden to no one except you.  No product sales, no product pitches.

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

Getting back to the important things in life.

They are independently successful professionals. Long ago they decided he makes the investment decisions, and she trusts him. She deeply understands the power of investing long term for the family. We make sure he is fully informed because he knows in an emergency, she might have to turn to us. They have a robust long term financial investment plan in place.

Investment Management Articles

A Win For The Good Guys

April 12, 2016 - John Osbon

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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Sell in May and Go Away: Mythbusters Edition

May 4, 2016 - Max Osbon

We’re talking about ye olde investor adage to sell out of your positions on the 1st of May and buy back on the 1st of November. The idea is to avoid losses during the supposed summer lull. That’s the intention. But remember Yogi Berra used to say: “The road to hell is paved with good intentions.” Was he right?

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Active Management Can’t Catch A Break

June 21, 2016 - John Osbon

“Passive funds grow 230% to $6tn”. Attracta Mooney wrote that headline in the usual spare Financial Times fashion. This is just one more data point in the dramatic flow of assets from actively managed portfolios to index, aka passive, investment strategies. This seems to be happening even more quickly than the industry expected. Why? And what’s it mean for you?

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