Osterweis Private Client Services

Since our founding in 1983, we have served as fiduciaries, focused on providing institutional-grade investment management and a customized, client-first approach to managing wealth. Our goal is to help our clients realize the full potential of their assets and simplify their financial lives.

We believe the best way to protect and grow capital is through the active management of high conviction portfolios of stocks and bonds. Our seasoned team of investment professionals develops 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, our client experience is never rushed: We take the time to understand your current investments, your current priorities, and longer-term goals to develop a truly custom financial strategy based on your needs. 

Why Osterweis?

Private clients at Osterweis 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 our clients' capital over time while managing downside risk. In addition, we have always been fiduciaries, meaning we place our clients’ interests first. The foremost thing that matters to us is whether we are working toward helping you meet your financial goals.

Current Thinking

Jan 5, 2022

In Search of Upside: Finding Opportunities in Small Cap Growth

Small cap growth stocks lagged for most of 2021 as the market simultaneously dealt with the pandemic, inflation, and tightening Fed policy. Given these challenges, we have been focusing on high quality companies trading at attractive valuations, and we have also been looking at non-technology businesses that are embracing digitization.
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Dec 7, 2021

The Power of Tax-Efficient Compounding

With day trading making headlines, it seems that many investors have lost focus on the value of a buy-and-hold approach. We explain why it may make sense to harness the potential power of tax-efficient compounding when it comes to long-term wealth creation.
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Nov 8, 2021

MarketWatch: Easy money in junk debt markets helps borrowers, but are investors risking too much in a reach for yield?

In this MarketWatch article, Craig Manchuck provides his perspectives on the high yield market.
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