Investment Management

Plan for the future you want

With the welfare and comfort of your family at stake, you want your investments to reap the full potential of the financial markets, without taking needless risk. We share that philosophy. We build portfolios that strip out as many of the typical investment risks as possible, keep expenses low and limit your exposure to taxes.

Working with a select group of families, we take a disciplined approach to investing, evaluating opportunities wherever they may arise, but only utilizing those that make sense for the specific goals of each family.

Peace of Mind

Osbon Capital relieves money stress by managing both the complex and routine aspects of investing, leaving you more time for what matters most to you.

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

Get back to the important things in life

An accomplished couple with three adult children as well as aging parents, this is a family committed to making the most of multigenerational assets and values. The kids are smart and educated. The health of their parents is a concern, but not a financial one. Sharing stories about family values among the generations creates a legacy that can live on when the next generation arrives. Family stories about money are a way for the three generations to connect and communicate.

Investment Management Articles

More Income From Your Portfolio

September 20, 2017 - John Osbon

Investments serve several core purposes. One of these is generating cash flow — income that can be reinvested or spent. Nice levels of income are available if you know where to look. As we rebalance to keep Osbon Capital portfolios risk constant, we are making allocation changes to increase cash flow. Here are some of the methods available to us.

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What Makes Gold A Useful Investment?

September 5, 2017 - John Osbon

Gold is on the rise again. At $1340 per ounce, it’s up a sharp 23% from 2016 and a solid 11% since March of this year.  This has been one of many strong periods for the heavy metal over the years. Why?  Very simply, gold is a solution for many investment problems.

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What’s your TWA rating?

August 30, 2017 - John Osbon

TWA is back. No, not the airline. This TWA is about your capacity to manage your own investments.  Do you have the time, willingness and ability to be successful? Few do. There’s a way to find out.

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