Our Approach

Who We Are

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.
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Wealth Planning

Bernstein puts sophisticated planning tools and expert advice to work for individuals, families and smaller institutions, in order to help them make well-informed financial decisions and achieve their goals, despite the uncertainties of the market.
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Integrated Solutions

Our integrated solution starts with wealth planning and asset allocation. We deploy our platform to help clients choose the best mix of investment strategies to populate their asset mix based on their objectives.
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Your gateway to Bernstein starts with your Advisor, a highly trained professional and fiduciary whose only job is to focus on you. Your Advisor doesn’t “pick” stocks or sell checking services: You and your family and your investment objectives are your Advisor’s single charge.
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