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Work Experience
N/A
Sep 2023 - Present · 1 years and 3 months
N/A
Apr 2023 - Sep 2023 · 5 months
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Feb 2022 - Apr 2023 · 1 years and 2 months
Company Details
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC Please see our Social Media section on the Osterweis Terms & Conditions page for additional disclosures: https://www.osterweis.com/terms.
Year Founded
1983
Social Media
LinkedinFacebook
Industry
Investment Management, Other Financial Investment Activities, Finance and Insurance, Other Investment Pools and Funds
HQ Location
1 Maritime Plaza San Francisco, California 94111, US
Keywords
wealth managementmanagement discussionslead portfolioclient investment managementwatched potmanagement team buildswealth management discussionsmanagement private clientinvestment bankinginvestment advisory services
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