Who We Are


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Bernstein was founded 50 years ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include institutions, and the services, tools, and resources we offer have evolved with our insights into markets and clients’ needs.

We’re exclusively focused on investment research and management; we don’t engage in investment banking and proprietary trading, so we don’t face the conflicts of interest such businesses pose for other firms.

For many clients, we deliver a uniquely integrated approach to managing all or most of their liquid assets. For others, we deliver more targeted services. But in either case, our clients receive the benefit of our firm’s global scope, deep research resources and planning expertise that few other firms can match.

When you entrust Bernstein to serve as your investment manager, you become part of a proud tradition of integrity, trust and financial success.