Osbon Capital Management :: John Osbon

The index boutique
Most investment advisors sound pretty similar. In many ways they are. But subtle differences in investment approaches can have a big impact on long-term investment results, and on the investor's ongoing comfort and confidence.

Like many other firms, Osbon Capital Management creates customized portfolios based on client goals, preferences and risk tolerance. But here is the difference: OCM is an index boutique.

We embrace the power of index investments, especially Exchange Traded Funds (ETFs). We believe indexes are ideal vehicles to access the overall return of the global market — with relatively low expenses and tax liabilities. Our client portfolios are typically invested 90% in indexes.

More about our investment approach >>

"There are many places that individuals can turn to for
investment guidance. For a select few, OCM is a perfect match."

— John Osbon

Choosing an Investment Advisor: Due diligence means asking the right questions.

"How do you know when you've found the right advisor? Use the speed-dial test: If you are confident enough in the advisor and the relationship that you would promptly seek out his insight and guidance when any matter of importance arises, then you've made the right choice."

Read the article.