Invest with Intention

We partner and serve as our clients’ financial confidante, embracing innovation and independent research to address increasingly complex challenges that extend well beyond wealth management.

The foundation of everything we do

Singular Focus

Aligned interests and accountability ensure clients always understand what we're doing for them and why. 

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Direct Access

Our investments are custom built using flexible parts that are engineered and designed to work together. 

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Research-Driven Advice

Exceptional research and sophisticated modeling instill clarity, and ground our advice. 

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Personalized Service

Our resources are vast, but our relationships are personal. We aim for every client to feel like they're our only client. 

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Building legacy through unbiased research and advice

In a world where most investment managers look alike, Bernstein has evolved into an organization like no other. We serve solely as an investment manager, providing our diverse client base with an uncommon level of transparency. You'll always feel included, have a strategy you understand, and a partner whose interests are aligned with yours. 

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Explore what matters to you

Fulfilling our mission
Navigating cross border complexity
Investing responsibly
Connecting as a female investor
Growing My Business
Transferring my wealth effectively
Getting a pulse on the markets
Diversifying my wealth
Engaging with my family
Feeling included as an investor
Preparing for my inheritance
Exploring my philanthropic side
Managing my practice
Remaining a High Achiever
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We put people first

We think globally but act locally, combining the resources of the largest firms with the exceptional service of a boutique. With offices in 20 cities across the US, giving back to the communities where we live is part of what makes AB a special place to work. 

Featured Research

Ties That Bind: How Sound Governance Supports Family Success

How do families make decisions about wealth? Since every family is different, there’s no “right” way. But there’s a common thread among families that successfully deploy their wealth to reinforce a shared purpose and vision—strong governance.

Purpose in a Portfolio

Many investors are increasingly interested in pursuing good returns and good values at the same time—and we can help them achieve that end.

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Personalized guidance beyond the numbers

Generations of experience has taught us that balance is key for success. We go above and beyond, helping you make thoughtful decisions. We proactively help our clients address, “What am I missing?” or “How does this impact my legacy?” rather than simply, “Will I be okay?”

Direct Access

A key aspect of what sets us apart is that we’re investors, which differs from the prevailing advisory model in the industry today. This direct connection with our clients allows us to solve complex wealth strategy challenges in an integrated manner. It also enables us to be efficient about what clients pay and more effective in the solutions we offer. 

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Our Offices

Our team of advisors in 20 cities are ready and able to help you wherever you are. 

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