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Osterweis Capital Management

IBKR Campus Contributor

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.

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