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

News
New
Oct 5, 2021

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.
Watch Now
Blog
New
Sep 30, 2021

Is the Fed Ignoring Its Own Inflation Data?

The Fed continues to assert that elevated inflation is largely due to “transitory factors,” but the Underlying Inflation Gauge, which is published by their own New York branch, tells a different story. To understand where inflation is heading, we advise investors to pay close attention to UIG data, even it if the Fed doesn’t.
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Commentary
Aug 5, 2021

Third Quarter 2021 Market Perspectives

The second quarter was a complicated period for both the economy and the markets. In our Third Quarter Market Perspectives newsletter we take a quick look at the good & bad news, inflation, and our outlook.
Read our Market Perspectives Now