Financial & Retirement
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.
What Types of Portfolio Management Projects or Clients Have You Helped Recently or in the Past?
Our experience spans a wide range of client situations, including:
- In-Depth Investment-Focused Client Situations: Working alongside advisors for clients seeking a deeper understanding of markets and investments.
- Diverse Client Groups: Collaborating with advisors to cater to the unique needs of each client.
What Is Your Process for Taking Portfolio Management Clients from Start to Finish?
Our client-focused process includes:
- Initial Onboarding Questionnaire: Assessing risk tolerance, time frames, and investment preferences.
- Custom Portfolio Development: Tailoring portfolios to fit each client’s specific situation.
- In-Depth Introductions and Understanding: Gaining insight into the client’s goals, risk tolerance, and suitable investments.
- 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:
- Introduction to the Firm: Understanding our philosophy and approach.
- Personalized Client Assessment: Discussing goals, risk tolerance, and investment preferences.
- 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 Ensure 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.