There had to be a better way
“I worked for many years at the managing director level in large wealth management practices. In those firms we went to great expense to engage analysts, economists and consultants to pick stocks and money managers that could beat the market.

Sometimes the picks worked. Often they did not. For all the expertise deployed to outsmart the market, the results, on average, were just that, pretty average.

Between the average results and the continual turnover of sales people, I realized there had to be a better way to serve the needs of investors. I built Osbon Capital in that pursuit.”

—John Osbon
John Osbon Profile

About Osbon Capital Management

With you. For you. About you.
Osbon Capital Management is an index boutique wealth management firm, committed to exceptional client service and the power of index investments.

Based in Boston, Osbon Capital is a fee-only SEC-registered investment advisor.

We offer no proprietary investment products and receive no commissions or other compensation from any product providers. All investment decisions are based solely on the pursuit of client goals.

Our investment approach seamlessly scales to any level of assets. We have no intention to add more clients than can be fully served through our very personal service model.

Because of the customized and intensive nature of our services, we suggest an aggregated investment account size in excess of $1 million.

John Osbon
John F. Osbon is the Founder and Chief Investment Officer of Osbon Capital Management. View profile.

 

 

 

 

 

 

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