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

Sep 26, 2022

20 Years of Common Sense Investing: Our Top 5 Principles

We have always believed that common sense is the key to successful investing. Since launching our Strategic Income Strategy two decades ago, our straightforward, flexible approach has allowed us to navigate all types of markets and consistently deliver strong risk-adjusted returns over time.
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Sep 26, 2022

Osterweis Virtual Roundtable Replay

If you were unable to join the Osterweis team for the Virtual Roundtable, you can watch the replay here after filling out a short form.
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Sep 21, 2022

CNBC: Larry Cordisco Discusses Opportunities in Tech

Watch CNBC’s interview with Larry Cordisco, Co-CIO for Core Equity, who discusses the tech sector and where he is looking for opportunities.
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