Communication is a critical element of any relationship. If you become a client of Osbon Capital, what kind of communication can you expect? How often? Where? How? Our policy is simple: “Any reason, any time, any way, however your prefer.” Here’s how it works.
We’d like to see you face-to-face at least once a year. An in-person meeting is the ideal way to catch up, re-affirm, clarify, update, discuss and inquire about your investments. You can visit 225 Franklin, or we’ll visit you. If we haven’t met in a while we’ll reach out and schedule a meeting before the 12 month period ends. Furthermore, meetings anytime for any reason are welcome and encouraged. We want the dialogue because we know it benefits all parties. Just call or email for a meeting and it becomes top priority for us.
When an in-person meeting isn’t completely convenient, a phone call can do the job. You may have a specific question, a vital need, or just a desire to know more about your investments or the markets. Or maybe you need a referral, second opinion, or just someone to listen to your idea or concern. Call us anytime! As clients you’ll have our personal cell phone numbers. If you don’t reach us immediately we have a top priority, same day response policy on all calls from clients. The office number at 225 Franklin gets handled the same way. If one of us can’t pick up, voicemail is for our ears only.
Email has advantages at times too. It is always available on all your screens, it spans time zones, and it allows you to send or read the message as your schedule allows. Because it’s probably the most efficient way to stay in touch — you with us, us with you — we use email liberally. For instance, our weekly communique, Osbon On The Money, goes out to you by email every Thursday morning at 6am, 52 weeks a year. Like your phone calls, any email from you is an immediate top priority for us.
Your Osbon Capital portal is your interactive, digital source for 24/7 investment performance and analytics reports, designed just for you. Powered by Envestnet, it is secure and updated nightly. You can review reports, mouse over color charts and graphs and view dropdown details on your portfolio…both assets held at Osbon and any accounts you have elsewhere. Your portal is state-of-the-art. It’s an investment Osbon Capital is proud to make on your behalf.
What you don’t get
A robot. A ZenDesk ticket. A call center in India or New Jersey. An assistant, intermediary, or any other type of non-owner operator. Emails from computers or people you’ve never heard of. An “I am on vacation and will return your call when I get back” voicemail or email. A 150-to-1 client-to-advisor ratio. An “I’ll give him the message” message. What you do get is one or both of us, real people, experienced and innovative, working just for you. You get us how you want us, when you want us. I would expect the same thing if I were a client. Which is why Osbon Capital is designed the way it is.
John Osbon – firstname.lastname@example.org
This communication may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.”
“Historical performance is not indicative of future results. The investment return will fluctuate with market conditions.
Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
Investment strategies, philosophies, allocations and holdings are subject to change without prior notice.
This communication is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice.
While the Adviser believes the outside data sources cited to be credible, it has not independently verified the correctness of any of their inputs or calculations and, therefore, does not warranty the accuracy of any third-party sources or information.
Adviser does not endorse the statements, services or performance of any third-party vendor.
Unless stated otherwise, any mention of specific securities or investments is for hypothetical and illustrative purposes only. Adviser’s clients may or may not hold the securities discussed in their portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable.
Any IPO alerts are purely informational and should not be construed as recommendations to invest.
Adviser is not licensed to provide and does not provide legal, tax or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.
Any case studies or hypothetical client profiles are for demonstration purposes only. They illustrate the breadth and depth of the many clients we represent at various life stages. Any similarities to actual Adviser’s clients past or present are strictly coincidental. Individual advice and results will vary based on each client’s circumstances, objectives and prevailing economic conditions.