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.