Small firm. Rich resources.
Osbon Capital maintains a client list that is small and select. While 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.

Serving a small number of clients fits perfectly with our commitment of keeping costs low while leveraging the expertise of industry leaders. For instance, we utilize the portfolio optimization and risk management models of Windham Capital Management, a firm that advises on multi-billion dollar institutional accounts. Because of our structure we can access experts wherever they are to serve the interests of our clients.

John Osbon Profile

About Osbon Capital Management

Invested in you
Osbon Capital Management is an index boutique, committed to exceptional client service and the power of index investments.

Boston-based Osbon Capital Management is a fee-only SEC-registered investment advisor. As a registered investment advisor, we are held to a strict fiduciary requirement to always act in the best interests of clients. In light of this responsibility, 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.

Because of the customized 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.

 

 

 

 

 

 

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

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