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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
Oct 21, 2025

Foundations & Endowments: A Simpler Way to Fund the Mission — Year After Year

A simple, yet effective approach to foundation and endowment investing — focused on growth, stewardship, and partnership — can help organizations thrive year after year.
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Outlook
New
Oct 21, 2025

Fourth Quarter Equity Outlook

Aggressive policy changes from Washington have introduced potential long-term economic risks, but markets continue to rally because the near-term conditions remain favorable.
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News
New
Oct 15, 2025

MarketWatch: The bull market is turning 3 years old. Here’s where stocks are likely headed next.

Chris Zand, Director of Private Client, comments in a MarketWatch article on the surprising strength of the market rally and his advice to clients.
Read the Article