Osbon Capital Management

Clear priorities
At many firms, your primary contact is a salesperson, paid to attract new accounts. At OCM, you'll work directly with John Osbon, the founder and chief investment officer. His only responsibility is to help clients protect and grow their portfolios.

Tax Efficient Portfolio Management: Keeping more of what you make
Pre-tax returns are the standard point of comparison in marketing materials, but for individuals, pre-tax return is a work-in-progress number. It is not the return that an individual investor ultimately retains. The crucial number is after-tax return.

Read the article.

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.

Based in Boston, OCM is a fee-only SEC-registered investment advisor (RIA). As an RIA, Osbon Capital Management:

Is held to a strict fiduciary requirement to always act in the best interests of clients

Offers no proprietary investment products

Receives no commissions or other compensation from any product providers

Is free to select those investments we consider best for our clients, based on asset class, risk and return characteristics, expenses and tax structures

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.