Osterweis Capital Management is an investment firm founded in 1983 by John Osterweis. It offers asset management services for individuals, families, endowments, and institutions, focusing on strategies like core equity, strategic income, growth & income, and flexible balanced portfolios[1][2]. Their target audience includes high-net-worth individuals and institutional investors. The unique selling proposition is their disciplined approach to avoiding major losses and compounding gains, emphasizing long-term capital preservation and growth[1]. They provide customized separately managed accounts tailored to specific client needs[5].