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Progress Built On Partnership
We start with a discovery process that delves into your family values, lifestyle and philanthropic goals. The answers enable us to implement enduring investment strategies designed to enhance your quality of life while building legacy over time.
Your wealth strategy
Once we get a sense of your priorities and goals, we model them using our Bernstein Wealth Forecasting System®. It underpins our advice, and serves as a blueprint for how you’ll invest.
What makes our investment research so exceptional?
While most experienced investment firms conduct research, the independent nature of ours—as well as the sheer breadth and scale of our effort—remains unmatched.
Our direct connection to colleagues managing your money ensures that they are collaborating and all the pieces fit together to capture efficiencies—including one fully transparent fee.
Flexibility is key to addressing your needs. We offer a full suite of active, passive, and opportunistic strategies—including responsible portfolios—and also extend performance fees.
We recognize that the key to a successful relationship is open and frequent communication. That’s why we’re ready to engage in whichever manner you choose. Our outreach is highly customized to each client and we also provide round-the-clock digital access.
Work with professional partners
We value our relationship with trusted partners—such as attorneys, accountants and other professionals—with whom we share client relationships. We have a common goal: to address the challenges our clients face with advice that is always in their best interest.
The Bernstein Family Engagement Institute helps strike a balance between a family’s financial and emotional well-being.
They serve as a sounding board for questions concerning family unity and cohesion, effective stewardship of assets, empowerment of the rising generation, and lasting impact through philanthropy.