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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 14, 2026

Q4 Strategic Income Outlook: The Times They are a Changin’

Q3 was a period of transition in the bond market thanks to Federal Reserve changes, a surge of AI-driven debt issuance, and rising interest rates.
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Video
Jul 30, 2026

Quarterly Webinar Replay

In our latest webinar, the team explores why investors continue to vacillate between optimism and pessimism, and how the AI buildout is transforming markets.
Watch Now
Outlook
Jul 20, 2026

Q3 Equity Outlook: AI: A Paradigm Shift

AI is changing the investment landscape, but fundamentals still matter, and we remain focused on quality companies with growing free cash flow.
Keep Reading