Osterweis Private Client Services

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.

Why Osterweis?

At Osterweis, you will receive a unique blend of expertise and service that has been developed over the past 38 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 whether 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

News
New
Nov 22, 2022

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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Blog
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Nov 18, 2022

Back to the Future: Traveling in Time to Navigate Today’s Markets

We believe the market is currently undergoing a substantial paradigm shift that could impact bond investors for years to come. The end result: We may be entering a golden age of income, reminiscent of a period in the distant past when investors focused on fundamentals and clipped coupons rather than prioritizing short-term price appreciation.
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Video
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Nov 1, 2022

CNBC: Larry Cordisco Discusses Q3 Alphabet, Microsoft Earnings Reports

In Larry Cordisco's latest CNBC interview, he breaks down the third quarter earnings reports for Alphabet and Microsoft. According to Larry, Google’s results suggest the advertising market is slowing down, and it could also indicate the economy is cooling.
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