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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

Perspective
New
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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Wealth Management Checklist

Is there a gap in your financial plan? Are you wondering if you are on track to meet your wealth management goals? Download our checklist to find out.
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Video
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What is a Quality Growth Company?

Watch Nael Fakhry, Portfolio Manager for Core Equity, discuss how the Core Equity team defines a quality growth company, including what it means for a company to have good governance.
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