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

Thankful Money Mindsets

November 21, 2017 - Max Osbon

Gratitude is such an empowering and satisfying emotion, it deserves more than one day on the calendar. And we have so much to be thankful for, both personally and professionally. This is especially true in the investment world. From the perspective of modern investors, here are three things that we can all be thankful for in the spirit of Thanksgiving.

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Oil and your portfolio

November 8, 2017 - John Osbon

Some of the world’s greatest fortunes have flowed from the ground, one barrel at a time. Oil powers cars, trucks, jet engines and generators. In many ways, it has powered the entire modern economy as we know it. But will that always be the case? Or is oil on a slippery slope down the industrial food chain?

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Afraid of New Market Highs?

October 24, 2017 - John Osbon

The stock market notched another new high this week. That’s a sentence we hear over and over. New high this week, new high this quarter, new high this year…the new high drumbeat seems to get louder and louder. Is it time to sell? Time to run? Time to invest more? What to do? Our advice: read this article before doing anything.

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