Investment Management

Plan for the future you want

Build portfolios that strip out as many of the typical investment risks as possible. We don’t want you to lose money because Tesla doesn’t sell enough cars or oil prices drop. We know how to do that.

Help you take advantage of market opportunities. We know where to look and what to avoid.

Are experts in allocation. Get the benefits that markets have to offer. Take the right risks and keep the right levels of safety intact.

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 have been financially secure on their own for some time. Their three adult children are smart and educated. They make sure their kids know the family investment stories that underlie the family wealth. The health of their parents is a concern, but not a financial one. The grandparents have been talking to us about how they would like to transmit their family values to the grandchildren. Family stories about money are a way for the three generations to connect.

Investment Management Articles

The Great Hedge Fund Mystery

May 29, 2014 - John Osbon

If you’ve heard people are making a killing in hedge funds, you heard right. The operators of hedge funds earn oversized fees year in and year out. Their investors, not so much.  What do the hedgies do to earn the big fees? This is one of investing’s most baffling mysteries. Hedge funds are essentially mutual […]

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The Kids and Your Money, Revisited

September 7, 2016 - John Osbon

We first wrote about kids and money in May 2014. Here’s an updated version, circa 2016, sparked by real client conversations. What are parents talking about now? Education – price and value – seem to be top of mind, along with some other topics that may be just what you are thinking about.

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Which Rockstar Investor Are You?

March 18, 2015 - Max Osbon

Let’s try something different this week and have some fun, too. Have you ever wondered what kind of Rockstar Investor you are? Take the quiz to find out. (Disclosure: no professional investment rockstars were harmed in the making of this project). Max Osbon-

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