OSGOOD CAPITAL MANAGEMENT, INC.

Overview

Osgood Capital Management, Inc. is a small, privately owned investment adviser that combines advisory work with broker-dealer, insurance brokerage and accounting activities. The firm serves both individual and family clients as well as institutional accounts and delivers financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements, and the adviser operates primarily as a discretionary manager while also retaining some nondiscretionary relationships. Investment focus is equity-centered: the firm shows a clear preference for exchange-traded instruments for core exposure, supplemented by mutual funds and annuities. The filing indicates use of third-party alternative investment managers, though specific external managers and strategies are not enumerated in the report. Osgood Capital is not positioned as an ESG specialist and is not designated as a multi-state adviser in the filing.

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Public Holdings

Investments & Alternatives

Location & Offices