Osgood Capital Management, Inc.

Osgood Capital Management serves individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning and consulting services that can include estate and risk‑management advice. The firm provides tailored investment strategies across cash, equities, mutual funds, bonds and annuities and typically charges percentage‑of‑assets fees for portfolio management.

OCM’s investment process is customized to each client’s objectives and risk tolerance and may use asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies; accounts are reviewed at least quarterly and many are managed on a discretionary basis. The adviser recommends established custodians (for example, Fidelity, Envestnet, Pershing and SEI) and generally has advisory fees withdrawn directly from client accounts per the client agreement.

OCM’s business combines several affiliations that are uncommon among similarly sized advisory firms: the firm’s owner is a Certified Public Accountant and an affiliated entity may provide tax‑preparation services, the owner is separately licensed as a registered representative of a broker‑dealer and may effect securities transactions for separate compensation, and an affiliated entity may offer commissionable insurance products (noted as limited in time commitment). Those overlapping accounting, broker‑dealer and insurance relationships — together with the firm’s use of managed account programs — distinguish OCM from many peers that do not maintain such affiliations.