65 James Osborne, Crafting the Future of Financial Services

James Osborne is a Certified Financial Planner who has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy, and lifetime goals. In addition to the CFP professional designation, he has an MBA in Investment Management from the University of Colorado. His disillusionment with the standard practice of investment management firms led to the creation of Bason Asset Management in late 2012.

Bason Asset Management is a flat fee only asset management firm offering tax-efficient and cost-effective portfolio management based in Lakewood, Colorado. The firm’s philosophy is centered around low costs, passive (index) investments, tax management and fair dealing with clients.

James serves clients throughout the front range and Denver metro area and across the country. He has contributed to or been quoted in The Wall Street Journal, The Motley Fool, Investment News, Financial Planning, CoBiz Magazine, USA Today, Morningstar Magazine, ThinkAdvisor, Money magazine and Business Insider. James was named to Brightscope’s “Top 100 Social Influencer” list for financial professionals in 2014. He is an Indiana native, lifelong Hoosier basketball fan, and avid cyclist.

James’s Challenge; Give serious consideration to your weaknesses when it comes to your investments personal psychology and comes to terms with them.