Q: Why should entrepreneurs not manage their own portfolios?

A: Entrepreneurial success and investment success are two different things.

An entrepreneurial mind is a beautiful thing. Entrepreneurs see opportunity where others see chaos. They welcome risk. They're ready to experiment, innovate, and improvise. They absorb, decide, and act.

While these qualities are essential for building a breakthrough business, they may not be ideal for managing a high value investment portfolio. In investing, not taking action when market, economic and political conditions change requires patience and restraint that many entrepreneurs find unnatural or unsatisfying.

Fortunately, another key characteristic of successful entrepreneurs is "knowing what you don't know." The perspective to recognize the need for specialized skills and experience — and the ability to identify experts who can deliver that insight — allow entrepreneurs to transform big ideas to dramatic results.

We recommend the same approach for investing — rely on the experience of a registered investment advisor to provide key investment knowledge, as well as patience and restraint when markets misbehave.

Let's talk about your portfolio. Our help can leave you more time to pursue your business and personal interests.

Contact: John Osbon 617.217.2772 josbon@osboncapital.com

Osbon Capital Management, LLC ("Osbon") is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. Osbon and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which Osbon maintains clients.

This Q&A contains general information that is not suitable for everyone and should not be construed as personalized investment advice. Any historical data presented herein are for informational purposes only and do not reflect actual client accounts.

There is no guarantee that the views and opinions expressed in this Q&A will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.