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

Feb 1, 2023

Quarterly Webinar Replay

If you were unable to join our quarterly webinar on January 26th, listen to the replay to hear updates from Portfolio Managers John Osterweis, Greg Hermanski, Nael Fakhry, and Carl Kaufman. During the webinar, Chris Zand moderated a discussion about recent market activity and trends, portfolio positioning, and the investment team's outlook.
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Jan 12, 2023

First Quarter Strategic Income Outlook

2022 was a difficult year for bond investors, but the combination of high inflation and tighter Fed policy should keep yields elevated, creating materially stronger fixed income returns in the new year.
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Jan 11, 2023

First Quarter Equity Outlook

In 2022, inflation and interest rates both rose substantially, creating the near-term potential for a recession. In the new year, we think investors should focus on companies that are well-positioned for an economic slowdown as well as continued price increases.
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