All Services

Bernstein offers a complete range of investment services that are designed to preserve and grow wealth. Our firm’s deep research strength and global presence enable us to customize portfolios suitable for clients with a wide range of investment goals, income needs, tax situations and tolerance for risk.

While we tailor our advice to your unique circumstances, we use centrally managed strategies as the building blocks for well-diversified portfolios. Centralizing the management of our investment strategies ensures that every client, no matter how big or small, receives our firm’s best thinking on the opportunities to exploit and risks to control.

We also offer packaged solutions for tax-deferred college savings and for retirement savings within an IRA,, as well as a range of opportunistic strategies for qualified purchasers.

Research-Driven Solutions Across A Range Of Client Objectives