Your Team

Diverse Perspectives. Professional Approach.

 

John Osbon established Osbon Capital in 2005 as a private firm for private people. Osbon Capital came out of John’s investment, philanthropic and community accomplishments.

Families are our only focus. The families we work for hold between $2 and $20 million in investable assets. We bring organization and confidence to family wealth.

The typical investment firm is seeded with conflicts of interest, sales pitches and one size fits all solutions. With tens of thousands of investment options available, we feel that only a small fraction of those are actually worth owning. The investment world is designed to be overly complex. With the right advisor, it doesn’t have to be.

We emphasize long term investing, acting, and planning. Through globally diversified portfolios, Osbon Capital is able to bring our families closer to achieving their goals.

 

Osbon Capital Management

Established in 2005 and currently over $100+ million of assets under management.

  • Registered investment advisor (RIA)
  • Multi-generational by design
  • $100+ million of assets under management, 28 families
  • Established in 2005 by John Osbon
  • Max Osbon joined full time in 2013, equal partner in 2015
  • Jointly operated by John and Max, wholly owned by Max Osbon since 2016

Your Team

No single person can provide best-in-class service in every aspect of investing. That’s why we take full advantage of a diverse and talented team. At any given time we have seven to twelve people actively working to help run Osbon Capital.

Since our founding we’ve used flexible third-party contractors for specialized tasks to keep the business efficient and the quality high. Our editor lives in Texas, our design experts are in Waltham and our data team is based in North Carolina. Compliance is based in Rowley, our risk analysis team is in Back Bay and our client experience team is in Manchester. We feel it’s a testament to our collaborative approach that our team has been with us for many years. We are grateful for their work and commitment.

John F. Osbon

Founder & Managing Partner

josbon@osboncapital.com 617.217.2772 johnosbon

About John F. Osbon

John oversees all investment decisions including security selection, allocation, and risk assessment for clients on a case-by-case custom basis. Osbon Capital is 100% owned by the Osbon family and is its sole investment vehicle.

John has served as an adjunct Professor of Finance Babson Graduate School of Business, received degrees from Columbia Business (MBA) & University of Chicago (BA Art History) and is a frequent commentator Forbes.com, WCVB, NECN, CNBC, BBJ and AP.

Outside of Osbon Capital, John serves as the Chairman of the Board of Overseers and is a Trustee ex officio of Boston Ballet. John also participates in the Wall Street Decathlon benefiting Dana-Farber Pediatric Cancer Research.

John established Osbon Capital in 2005 after two prosperous decades on Wall Street including opening Morgan Stanley’s private wealth office in Boston in 2000, and serving as Managing Director & Head of Atlantic Trust Boston and Managing Director Credit Suisse First Boston.

His past board affiliations include Park Street School, Peabody Essex Museum, Boys & Girls Club Nantucket, St. Paul’s Church Nantucket, Nantucket New School, Boston Children’s Museum and Boston Lyric Opera.

John is a ballet expert

John’s favorite apartment to live in was 1 Central Park West

John once took a job shoveling gravel in Alaska

John helped found the Park Street School in Boston

Work History

About Max Osbon

Max shares responsibility with John for all investment decisions including security selection, allocation, and risk assessment for clients on a case-by-case custom basis. Osbon Capital is 100% owned by the Osbon family and is its sole investment vehicle.

Max earned full Osbon Capital partnership status in 2014 with the goal of building it for the next generation. Max enjoys working directly with the next generation of Osbon Capital Clients.

Previously, he worked for Bloomberg L.P. in NYC leading the coverage of the Goldman Sachs account. He left after three years for a self-funded six month trip in the southern hemisphere, writing neverinamerica.com along the way.

He has a B.S. in Mathematics and a B.A. in Finance from Santa Clara University, graduating top in his class.

Max participates annually in the Wall Street Decathlon, benefiting Memorial Sloan-Kettering Cancer Research. He is a Young Partner of Boston Ballet with a focus on event planning and audience building for that organization. Previous volunteer activities have included Advisory Board member for the Design Museum of Boston, and fundraising for the Boys & Girls Club of Boston.

Max resides in the Fort Point area in Boston.

Max is a decathlete. His favorite event is the 400m race.

Max played guitar for 800 people at the Highline Ballroom in NYC

Max documented a six-month international adventure on his website Never In America.

Max co-starred in an Air Canada commercial in Paris

Work History

Our Expertise

An Old School Melt-Up

January 10, 2018 - John Osbon

Jeremy Grantham is well known as a value investor and a permabear. He buys only cheap value investments. He has been famous for talking down US investments for years. However, on January 3rd of this year, he wrote “a very personal” view of a possible near-term melt-up. Jeremy is well worth listening, especially when he changes his mind.

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The Year Ahead: 10 Trends

January 3, 2018 - Max Osbon

To kick off the year we’ve decided to publish our crystal ball list for 2018. From blockbuster IPOs to Blockchain billionaires, here are ten of our favorite developments.

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New Tax Law: 529s and More

December 27, 2017 - John Osbon

I have been spending as much time as possible reading about the newly enacted tax bill, the first tax reform signed in 31 years. All sides agree that the bill lowers tax rates for corporations and individuals. After that, there is little consensus on the broad effect of tax reform, who it really helps or harms, and how long it will last. The devil is in the details. Here are a couple items of special interest to investors. 

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