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Osterweis Private Client

We believe the best way to protect and grow your wealth is through the active management of high conviction portfolios of stocks and bonds. Our seasoned team of investment professionals works with you to plan and develop custom portfolios typically found at large institutions while our high-touch client service group delivers a personalized, boutique-like experience.

We know that every financial situation is unique and requires a unique approach. Accordingly, we take the time to understand your current investments, priorities, and longer-term goals to develop a truly custom financial strategy that fits your needs. 

Since our founding in 1983, our goal has been to help our clients realize the full potential of their assets and simplify their financial lives. We are a fiduciary, focused on providing institutional-grade investment management and a customized, client-first approach to wealth management.

Our Investment Approach



Partnering with Osterweis

Why Osterweis?

At Osterweis, you will receive a unique blend of expertise and service that has been developed over the past 40 years of working with high net worth individuals and families. Our investment team is relentlessly focused on growing your capital over time while managing downside risk. In addition, we have always been fiduciaries, meaning we place your interests first. The foremost thing that matters to us is that we are working toward helping you meet your financial goals with an approach focused on your priorities, whether they are related to investments, estate planning, philanthropic goals, or something else.

Current Thinking

Outlook
New
Jul 15, 2025

Third Quarter Strategic Income Outlook

The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and continued turmoil in Washington, yet markets continued to rally, likely due to an elevated money supply and an increase in passive investing.
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Video
May 23, 2025

Reading the Tea Leaves (Ep. 4) – The Impact of Tariffs

In the fourth episode of “Reading the Tea Leaves,” Director of Private Client Chris Zand moderates a discussion with Nael Fakhry and Greg Hermanski, Co-Chief Investment Officers of the Core Equity strategy, focused on the current investing landscape, particularly in light of the trade war and its effects on key sectors.
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Perspective
May 6, 2025

Navigating Market Volatility: Managing Portfolio Risk During Uncertain Times

We believe that keeping calm and focusing on fundamentals is the best way to handle market volatility. Our defensive positioning helps us limit our downside risk while our opportunistic approach allows us to add high quality companies at attractive prices.
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