Osbon Capital Management

Osbon Capital Management Performance

Review our results
At Osbon Capital Management, we know that results speak for themselves. We're pleased to share our actual investment performance results. Just fill out the form below and click "Submit" to see our current results summary.

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Osbon Capital Management ETF Universe 2008
To see the ETFs we have selected for their performance, risk and efficiency, simply fill out the form below and click "Submit."

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The Osbon Capital Management Composite Portfolio represents the combined performance of actual Osbon Capital Management client accounts in existence from July 31, 2005 to the date indicated on the report utilizing the various Osbon Capital Management proprietary investment strategies. The accounts included in the Osbon Capital Management Composite are invested in a range of investments suited to individual client objectives, risk profiles and time horizons. These investments can include a combination of individual stocks, bonds, options, mutual funds, exchange traded fund and other instruments managed with a view towards income, total return and/or capital appreciation.

The performance results of the Osbon Capital Management Composite Portfolio are net of actual fees charged to client accounts, brokerage commissions and other expenses. Osbon Capital Management's investment advisory fees are described in the disclosure statement of Part II of Osbon Capital Management's Form ADV which is available upon request. The performance results of the Osbon Capital Management Composite Portfolio include the reinvestment of dividends and other earnings. Comparison of the Osbon Capital Management Composite Portfolio to the stated benchmark is for illustrative purposes only and the volatility of comparative benchmarks may be materially different from the volatility of the Osbon Capital Management Composite Portfolio due to varying degrees of diversification and/or other factors.

Past performance of the Osbon Capital Management Composite Portfolio may not be indicative of future results and the performance of a specific individual client account may vary substantially from the composite results above in part because client accounts are customized based upon each client's varying investment goals, time horizons, and risk tolerances. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable.