Performance Reporting

See your full financial picture


Complete, accurate information is the foundation of any sound investment decision. We have built an industrial strength reporting system for your investments, leveraging the best technology and professionals. All your investment assets – taxable and non-taxable, fixed and liquid, with Osbon or elsewhere – are visible in one place on your Osbon Portal.

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

Demand the best

She founded her business more than 20 years ago and grew it into a solid success story. She has a mind for business and can spot a salesperson’s product pitch from a mile away. She is skeptical, discriminating and decisive. We converse with her without jargon. She listens, absorbs and asks smart questions. That’s why people admire her business and financial success.

Performance Reporting Articles

New Technology For Estates

May 17, 2017 - John Osbon

Where do you keep your most important information and documents? Are they secure, easy to access and available to share with others who need them? A new tool from Fidelity just made that whole issue much simpler and more convenient – for you and your family. Fidelity now lets you store, access and share digital copies of your family’s most important documents, at no cost. This is cloud computing at its best and most personal. Read on for simple next steps.

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How Big Is Your Financial Cushion?

April 5, 2017 - John Osbon

At some point in your financial life you have more money than you need to live on, so you invest it. But even after you have built a big nest for the money eggs, you still need a cushion, an emergency fund, or some readily available cash that’s always there when you need it. But how much do you need? Here are four ways to help you find the answer.

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Is Robotic Investing Right For You?

January 18, 2017 - John Osbon

Is a machine up to the task of managing your money? A lot of venture capital money is betting yes as more and more “robo-advisors” hit the market. Fascinating stuff, but the closer you look, the more algorithms, formulas and artificial intelligence come up short. Technology has a big role in investing, but there are still many circumstances when human touch and insight just can’t be replicated. Here’s a guide for managing your money in the robo age.

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