Osterweis Capital Management has been helping individuals, families, endowments, and institutions achieve their financial goals since 1983. We believe the best way to protect and grow capital is through the active management of high-conviction, flexible portfolios of undervalued stocks and bonds. We value original thinking, discipline, honesty, integrity, and excellence.
Open a Mutual Fund Account
You can also open a mutual fund account by completing the required application and returning it, along with any required documentation, to us by mail.
The Osterweis Funds are also available through most brokerage firms.
Inquire About a Managed Account
Please contact us at (415) 434-4441 for information related to opening a managed account.
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.