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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
Oct 10, 2024

Fourth Quarter Strategic Income Outlook

Credit indices rallied during the third quarter, despite a variety of economic headwinds, and it appears FOMO (fear of missing out) is fueling the bullish sentiment more than fundamentals.
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Perspective
New
Sep 19, 2024

Changes to Inherited IRAs Promote Timely Opportunities

Navigating the rules related to inherited IRAs can be challenging. Recent IRS rulings changed how inherited IRAs are treated, so it is important to review how you are planning for or handling any inherited IRAs.
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Video
Sep 10, 2024

Reading the Tea Leaves (Ep. 2) – Consumer & Industrial Sectors

In the second episode of “Reading the Tea Leaves,” Director of Private Client Chris Zand moderates a discussion with Nael Fakhry and Greg Hermanski, portfolio managers for the Growth & Income Strategy, where they discuss themes they are seeing in the Consumer and Industrial sectors of the economy.
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