Portfolio Management

What Portfolio Management Services Do You Offer?

We offer a comprehensive range of investment solutions to meet the diverse needs of our clients, including: 

  • Asset Allocation Portfolios: Specialized in various equity sectors such as large, small, and foreign equities. 
  • Dedicated Fixed Income Portfolios: For clients prioritizing stable income streams. 
  • Balanced Portfolios: A mix of equities and fixed income in ETF-based portfolios. 
  • Socially and Environmentally Focused Portfolios: For clients who want their investments to reflect their values.
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You have worked hard. We make sure that it pays off for you and for your family’s future.

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We put you first, taking the responsibility to create a portfolio as unique as your aspirations.

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By looking forward with you, we put our history of tax planning to work for your long-term success.

We approach wealth management in a holistic, people-centered way.



Meet Our Financial Specialists

What Is Your Process for Taking Portfolio Management Clients from Start to Finish?

Our client-focused process includes:

  1. Initial Onboarding Discussion: Assessing risk tolerance, time frames, and investment preferences. 
  2. Custom Portfolio Development: Tailoring portfolios to fit each client’s specific situation. 
  3. In-Depth Introductions and Understanding: Gaining insight into the client’s goals, risk tolerance, and suitable investments. 
  4. Recommendation Presentation and Plan Implementation: Ensuring informed and comfortable investment decisions.

How Do You Engage With a New Client From the First Call Through?

The client engagement process involves: 

  1. Introduction to the Firm: Understanding our philosophy and approach. 
  2. Personalized Client Assessment: Discussing goals, risk tolerance, and investment preferences. 
  3. Investment Plan Development and Execution: Crafting and implementing strategies that align with your objectives.

What Are the Consequences of Not Hiring an Experienced Financial Advisor or Hiring the Wrong One?

The right advisor is key. Potential consequences of a poor choice include: 


  • Poor Returns or Inappropriate Investment Mixes: Misalignment with your goals, risk tolerance, or income needs. 
  • Missed Opportunities: In planning and tax optimization, which experienced advisors can identify and leverage.

Why Is Your Financial Group Different & How Do You Aim for a Successful Outcome?

The Berger difference is characterized by: 


  • Depth of Experience: A knowledgeable and seasoned team of advisors. 
  • Team Approach: Collaboration between investment specialists, tax staff, and CPAs. 
  • Personalized Client Focus: Ensuring strategies are tailored to each client’s unique situation. 


Our commitment is to guide you towards successful investment outcomes, supported by a dedicated team of experts focused on your financial success.

Start Your Financial Journey Today

Start your journey to financial success with us today! Reach out to us by filling out the online form below.

We look forward to beginning a fruitful partnership with you and guiding you towards your investment goals.