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Skip to Content * Private Client Login OSTERWEIS PRIVATE CLIENT SERVICES Menu Close * Private Client Home * About Osterweis * Insights & News * Contact * Private Client Login MY INVESTMENTS FEEL SCATTERED AND UNFOCUSED… WHAT’S MISSING? More and more people are asking this question. For four decades Osterweis Capital Management has helped high net worth families find answers. Our Private Client team partners with clients to strategically manage their assets through generations. * Let's Talk HOW DO I ACHIEVE FINANCIAL CLARITY? More and more people are asking this question. For four decades Osterweis Capital Management has helped high net worth families find answers. Our Private Client team partners with clients to strategically manage their assets through generations. * Let's Talk HOW DO I BETTER PROTECT AND GROW WHAT I’VE BUILT? More and more people are asking this question. For four decades Osterweis Capital Management has helped high net worth families find answers. Our Private Client team partners with clients to strategically manage their assets through generations. * Let's Talk Learn More Home / Private Client Home * Share * Print 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. OUR INVESTMENT APPROACH * Learn More PARTNERING WITH OSTERWEIS * Learn More 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 Perspective New Sep 19, 2024 CHANGES TO INHERITED IRAS PROMOTE TIMELY OPPORTUNITIES Navigating the rules related to inherited IRAs can be challenging. Recent IRS rulings changed how inherited IRAs are treated, so it is important to review how you are planning for or handling any inherited IRAs. Keep Reading Video New Sep 10, 2024 READING THE TEA LEAVES (EP. 2) – CONSUMER & INDUSTRIAL SECTORS In the second episode of “Reading the Tea Leaves,” Director of Private Client Chris Zand moderates a discussion with Nael Fakhry and Greg Hermanski, portfolio managers for the Growth & Income Strategy, where they discuss themes they are seeing in the Consumer and Industrial sectors of the economy. Watch Now Video Aug 19, 2024 IT'S A MARKET OF BONDS, NOT A BOND MARKET Watch Craig Manchuck, Portfolio Manager for Strategic Income, discuss the differences in the investment grade and high yield markets and why it is critical to carefully evaluate each bond as a potential investment. Watch Now Talk to Us Subscribe OSTERWEIS PRIVATE CLIENT SERVICES * Private Client Home * About Osterweis * Insights & News * Contact Osterweis Capital Management Private Client One Maritime Plaza, Suite 800 San Francisco, CA 94111 (415) 434-4441 Email LinkedIn. * ADV Part 2 * Form CRS * Terms and Conditions * Privacy Policy Back to Top We use cookies to make your experience of our website better. We need to ask for your consent to set these cookies. Please note that if you keep browsing this website without electing an option, your consent is deemed to be given. By clicking "agree" or continuing to browse this website without electing an option, you are also accepting our Privacy Policy. Cancel Agree SHARE VIA: * Twitter * Email × SUBSCRIBE × CONTACT US ×