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.

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 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

May 10, 2024

Business Breakdowns Podcast - Interview with Nael Fakhry

Listen to a recent interview with Nael Fakhry on the Colossus "Business Breakdowns" podcast, where he discusses what makes AMETEK a Quality Growth company.
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Apr 26, 2024

Quarterly Webinar Replay

If you were unable to join our quarterly webinar on April 24, listen to the replay to hear updates from Portfolio Managers John Osterweis, Nael Fakhry, Greg Hermanski, 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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Apr 17, 2024

Second Quarter Equity Outlook

Industry consolidation has become commonplace over the past few decades, making scale a critical factor when we evaluate which companies are best positioned to compete.
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