Customer Profiles

Wealth Management Firm Notches Big Returns with Team One Solutions

Osterweis Logo rev1Osterweis 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 to $6 billion in assets under management.

Osterweis asked Team One Solutions to provide them with a complete communications upgrade that would match their company’s investment strategy: low downside risk with maximum investment return.   After the initial discovery period with Osterweis’ leadership, Team One Solutions chose to offer a new all VoIP system manufactured by NEC Corporation.  NEC is the largest and most financially stable telecom provider in the world.  The NEC SV8100 system provides Osterweis with all of the state-of-the-art functionality that they required, including PC operator consoles for intelligent call answering and screening, UC, presence, and call handling flexibility.

In order to properly serve their clients, Osterweis requires a high level of reliability and redundancy in their voice and data communications.  Team One Solutions designed a fully redundant voice server and a parallel voice-only LAN network to ensure that Osterweis would have “five nines” level of reliability.

Team One Solutions provides big dividends to all of its customers.



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