Close Navigation
Learn more about IBKR accounts

Osterweis Capital Management

Osterweis Capital Management was founded in 1983 in San Francisco, CA to manage assets for individuals, families, endowments, and institutions. We believe the best way to protect and grow assets is through carefully selected, high conviction portfolios that can capture upside while helping to protect on the downside. We manage equity and fixed income investment strategies, through mutual funds and separate accounts, for investors including independent RIAs, family offices, and non-profits. Visit our website at www.osterweis.com and explore our approach to see if we are the right fit for your investment needs. Subscribe to our mailing list or follow us on LinkedIn to read firsthand insights from our portfolio management team.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.