Our Client-First Focus
“We are singularly focused on helping our clients realize the full potential of their assets and simplify their financial lives.”
- Chris Zand
We understand every individual has distinct financial goals and objectives when it comes to leaving a lasting legacy. This is why we proactively work with our clients as their lives evolve, from building careers to retirement and beyond. We see ourselves as an extension of your team, providing a trusted resource available to address financial matters throughout your lifetime.
Partnering with Osterweis
Unlike many investment companies that offer a one-size-fits-all management approach, we work with you to build a personalized strategy for investing, real estate, philanthropy, and other plans and assets. We specialize in a high touch, holistic approach that considers your needs, your goals, and the life you have worked to build.
After we develop a plan, we work carefully to implement it, taking into account potential tax implications or other factors (e.g., concentrated stock positions). Over time, based on regular discussions, we adjust your plan and manage your portfolio in light of market conditions and your evolving life, taking into account non-liquid assets, philanthropic endeavors, etc.
By looking at every asset you have as pieces of a puzzle, we ensure the pieces fit and complete the picture of your long-term plan.