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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

Video
New
Apr 17, 2025

Quarterly Webinar Replay

If you were unable to join our quarterly webinar on April 15, watch the replay to hear updates from Portfolio Managers John Osterweis, Nael Fakhry, Greg Hermanski, and Carl Kaufman. During the webinar, Chris Zand moderated a discussion about recent market activity and trends, the implications of President Trump's new tariff policies, portfolio positioning, and the outlook for the remainder of 2025.
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Outlook
New
Apr 14, 2025

Second Quarter Equity Outlook

While we continue to feel the U.S. has structural investment advantages, we are mindful that the scope of the current administration's policy shifts may present challenges to our sustained economic momentum.
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Outlook
New
Apr 9, 2025

Second Quarter Strategic Income Outlook

Concerns about a trade war have rattled markets so far in 2025, but we believe fixed income investors need to be patient, stay defensive, and see how things evolve before making any big decisions.
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