Client Portals

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 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.

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Overconcentration can lead to disaster. Do you own too much of any stock, asset class, industry or geography?

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What is the return on all of your holdings, regardless of where they are held?

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If you sold your company tomorrow, what would you do with your money?

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If something happens to you, will your family be financially ready?

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Performance Reporting Articles

May 17, 2017 - John Osbon ( 3 mins to read)

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…

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Apr 5, 2017 - John Osbon ( 4 mins to read)

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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Jan 18, 2017 - John Osbon ( 5 mins to read)

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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