OSP operates across four discrete financial business strategies: alternative asset management; market-rate impact investing; nationwide loan servicing; and deposit management. Founded by Jerry O’Brien and Warren Staley in 2010, OSP is imbued with the core credit and fundamental investing discipline, risk management and governance DNA that have long been recognized as hallmarks of their personal and professional brands.
OSP’s Value Investing business is an industry leader in alternative asset management with expertise in complex commercial and industrial credits and capital structures. With more than $1 billion in assets under management, OSP is an SEC-Registered Investment Advisor (RIA) that manages investments on behalf of domestic institutional investors, including university endowments, religious/hospital systems, as well as corporate and public pension plans.
OSP’s Impact Strategy began in 2015 and is recognized as an institutional first-mover in market-rate impact investments with measurable societal benefits. OSP’s impact investing team targets fixed income credits that achieve market-rate returns for investors while simultaneously promoting thriving businesses in Low- and Moderate-Income (LMI) areas; reviving properties with energy efficiency; and striving families with first-time home purchases.
OSP’s wholly-owned subsidiary, AmeriNat, LLC, is an industry leader in servicing loan portfolios owned or originated by governmental, quasi-governmental, financial institutions and non-profit entities. Founded in 1975, AmeriNat manages over $12 billion in loans and related deposits for approximately 300 city, county, state and NGO clients (including more than 100 Habitat for Humanity affiliates) across 47 states, DC and Puerto Rico.
The American Deposit Management Company (ADM) is a wholly-owned subsidiary of OSP and a sister company to AmeriNat. ADM is the go-to firm for treasury professionals and public/private finance managers looking for fintech and proprietary cash management solutions. Based in Milwaukee, WI, ADM was founded in 2009 and manages over 1,100 accounts totaling $1.4 billion of FDIC-insured deposits on behalf of over 300 clients.