top of page

Portfolio Management

As an independent firm that adheres to the fiduciary standard of care, Berger Financial Group has advisors who can construct portfolios free from limitations and that put you first.

Our firm has chosen to work on a fee-based approach, which means your portfolio's success is directly tied to our success as your advisor. We strive to design and manage portfolios aligned with your risk tolerance level and maximize gains while minimizing losses. You can rest easy knowing the recommendations we make are made solely in your best interest.

As markets fluctuate and your needs evolve, our credentialed professionals will be there to make adjustments to your portfolio. By keeping you and your goals in mind, we will act seamlessly on your behalf to ensure your money is always working for you.

Our portfolio management services offer:

  • Risk Management

  • Cost Efficiency

  • Stop-Loss Protection on Individual Securities

  • Transparency to our Clients

  • Modern Portfolio Theory (MPT)

  • Target Maximizing Risk-Reward Ratio without Predicting the Future

  • Tailored Portfolios to Each Individual Client

  • Collaboration between Economists and Portfolio Strategists

bottom of page