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

Warren Buffett’s 53rd Annual Letter

February 27, 2018 - John Osbon

Warren Buffett released his 53rd annual Berkshire Hathaway (BRK) shareholder letter last Saturday. The letter is widely read by investors for insight into how to invest better and how to avoid investment mistakes. After 52 letters can Warren say anything new? Yes, he can. Read on for our highlights.

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Six Ways To Handle Inflation

February 21, 2018 - Max Osbon

Inflation popped its head up in December for the first time in years. Is it a big deal or a big non-event? A little inflation at 2% is generally seen as a healthy metric for the US economy — far better than deflation — but what does it mean for your investments and spending? With inflation back on the radar, what can and should you do about it?

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How Yields Have Changed – 2018

January 24, 2018 - Max Osbon

It’s week four of the investing year. This week the government reopened. The president and eight cabinet members are in Davos. The news for stocks has been all positive so far this year, but what about bonds? What kind of cash flow can investors expect from fixed-income investments in 2018? 

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