Osbon Capital Management

Emphasis on allocation
Many advisors seek to produce returns by using technical or fundamental analysis to identify stocks or sectors that are ready to outperform others. We don't. We don't believe price movements can be reliably predicted. Instead, we carefully allocate funds across many diverse asset classes to reap the total return of all markets — always through indexes.

Adding Value Through Asset Allocation: A candid look at value in wealth management
"We strongly believe in indexing for the same reason that some advisors dismiss it: when executed properly, it can consistently deliver a return comparable to the market return. Indexing does not chase the exceptional, but it allows investors to participate in the exceptional performance of different markets, sectors and asset types, whenever and wherever they occur."

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OCM Approach

The power of indexing
As an index boutique, OCM utilizes a very specific investment approach. We believe in, and focus on, globally diversified, index-based, tax-efficient, low expense portfolios for individuals. Let's break that down:

Index-based: Our client portfolios generally contain at least 85% index investments. Most are 90% or more. Through these long-term ETF investments, we seek to match or exceed the performance of the broad global market. We don't chase fads or try to time the market. We limit speculative investments, such as private equity or hedge funds to 15% or less, and, where possible, access these alternatives via ETFs.
Tax-efficient: We know the most important return is not how much you earn, but how much you keep. We are highly aware of tax implications in every investment decision we make.
Low expense: Like taxes, expenses can severely erode returns. We carefully evaluate ETFs before investing, seeking low expense options that protect investor returns.
For individuals: Investing for a family is very different than investing for a large institution, such a pension fund. One big difference is taxation. Individuals are not only taxed each year on income, but must incorporate the complexities of estate planning into the design of portfolios. OCM works only with individuals and families.