Changing the Trajectory

Find out how we’re changing the trajectory for multicultural investors, professionals, and their trusted advisors.

A Commitment to Providing Access

We are committed to providing access and opportunity to diverse and multicultural investors. That means proactively partnering with clients while tapping the wealth of our resources and expertise to address the unique questions of emerging wealth creators. ​

​Our goal is to address the unknowns – experience, exposure, and education gaps that many first generation and emerging wealth creators face – offering an equitable pathway to access and opportunity.

Lesbian couple at home using digital tablet

We meet our clients where they are, offering access to a broad range of resources and an equitable approach to achieving deep discovery, financial freedom, and legacy planning.

Inclusion is a Choice

We’ve seen the future—and it’s diverse. Each of us has a different lived experience, but we share a commitment to a fresh perspective on equity, advocacy, responsibility, and investing.


Leading by Example

We believe in proactive corporate citizenship that empowers our people and engages global communities for good.


Fostering Diverse Perspectives

Diverse and inclusive teams generate better ideas and reach more balanced decisions. We believe that tapping into our employees’ unique backgrounds allows us to add more value for our clients.

A Like-Minded Partner

We see our clients’ unique experiences, culture, and values as the fuel that drives them along a meaningful trajectory of wealth, influence, and impact. To ensure we’re aligned, we’ve made culture and values central to who we are—just as they are to our clients.

Business people talking in modern office during meeting

Passion & Purpose

We empower our clients in pursuit of social impact and advocacy through responsible and purpose-driven investing. 


Lift As You Climb

We’re always happy to help clients express their philanthropic values in their communities or with cherished causes. 

Volunteers painting mural on the wall

Trust & Connection

Our focus on diversity and inclusion creates an environment where our employees and clients can thrive, succeed, and find trust and connection.

Travis on the ttading floor

Featured Content

What You Can Do to Tackle Social Injustice

Recent national protests have raised society’s awareness about social injustice and systemic inequity. How can you productively explore the issues and engage your family to be part of the solution?

All Money Is Power

Crisis manager Drew McCaskill discusses the power of multicultural consumers and their impact on culture and US economics.

Responsible Investing: Equity in Education webinar

Back-to-school is fraught with uncertainty this year, as schools grapple with the best way to meet students’ needs. We spoke with an expert panel about inequities in school funding, unconscious bias, and culturally relevant curriculums—along with proven private sector solutions.

Large group of business people at lecture in New York style auditorium

Let's Be Honest

The face and hue of wealth is changing, requiring outreach to evolve, too. ​We believe in the power of honest and open communication and the important role it plays in developing trust with our clients and communities. That’s why we’re not afraid of courageous conversations.

​​Women & Wealth

Women are controlling more wealth than ever and embracing their economic potential. Explore our unique space for female investors to learn, grow, and come into their own.

Mother and adult daughter laughing in kitchen

Looking for a partner to help fulfill your mission?​

Bernstein Endowment and Foundation Advisory Services (EFAS) enables you to focus on what's most important—Your Mission.

Our Offices

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

Update browser for the best experience

We may not support your browser anymore. For the best experience, we recommend using the most recent version, or one of our supported browsers.