About

Bernstein is a global boutique focused solely on research investment management. We handle complex planning & investments for families, individuals and businesses. We engage business owners throughout their company’s lifecycle. Initially, our contribution might take the form of intellectual capital or relationships with other business owners. Over time, many come to view us as one of the most trusted advisors providing wealth management to entrepreneurs. While the primary focus for most business owners is growth, achieving that vision requires the right professional partners. Some wealth managers look to add value after a business is sold, but we believe in delivering proactive, independent support right from the start. For our entire 50-year history, we have derived 100% of our business economics from investment research and management. Over that period, we have developed exceptional insights into the aspirations shared by many entrepreneurs, owners, and founders of closely held businesses. We’ve also learned firsthand how to add value beyond simply managing money. We engage business owners throughout their company’s lifecycle with tailored solutions to pivotal needs. Initially, our contribution might take the form of intellectual capital or relationships with other business owners. Over time, we typically become part of their innermost circle of trust. They recognize the benefits of partnering with us—including deep, multidisciplinary expertise and long-standing, independent relationships