The only question that matters
What is the Fed doing next? Is India the next China? When will unemployment fall? According to the financial media and the prediction-based Wall Street model, answering these and dozens of other questions are the central challenge of investing.

At Osbon Capital Management we believe there is only one question that matters: Do you have the portfolio that is right for you? Do you have a portfolio that can meet your long-term goals and needs while maintaining a comfortable level of risk?

We don't predict. We plan.
We design custom portfolios based on facts, not opinions or emotion. Leveraging the sophisticated portfolio optimization technologies of Windham Capital Management, the $30B advisor to endowments and institutional investors, we build portfolios around your needs, not around the next hot stock, sector, or money manager.

Is your portfolio right for you?

Small firm. Rich resources.
To ensure you keep more of your money, Osbon Capital Management utilizes tax-efficient, low cost index ETFs. Indexing provides risk-managed access to diverse asset classes and protects you from overexposure to the volatility of single stocks or industries.

As a client of Osbon Capital Management, you will deal directly with founder John Osbon, who built the business on 30 years of wealth management experience. You will receive the kind of personal, boutique-style attention that only a company owner can deliver. You will not be one of hundreds or thousands of clients; you will be among the select few.

Osbon Capital Management   225 Franklin St, 26th Floor   Boston, MA 02110   617.217.2772   ©2010   disclaimer

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