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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
Jan 14, 2025

First Quarter Strategic Income Outlook

Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.
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Video
New
Dec 23, 2024

Reading the Tea Leaves (Ep. 3) – 2025 Policy and the Economy

In the third episode of “Reading the Tea Leaves,” Director of Private Client Chris Zand moderates a discussion with Nael Fakhry and Jasmine Shen of the Growth & Income strategy, where they discuss how policy changes in 2025 may affect key sectors of the market.
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Perspective
Dec 18, 2024

Roth IRAs and Roth Conversions

Highly coveted and wildly popular – Roth IRAs allow for tax-free withdrawals in retirement. Find out if a Roth IRA is something you should consider.
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