Keeping You Informed

When you're well-infomed about the strategies we pursue, you're more secure. And the more we understand you, the better we can tailor solutions just for you.

Your Bernstein Advisor

A Bernstein Advisor is not only a trusted member of your team; he or she is your gateway to the firm. You gain direct access to resources that include:

  • Wealth Forecasting Analysis – Recommended for all clients, this customized study brings the full power of our analytic tools to address your unique situation
  • Members of our Wealth Management Group, with expertise in specialized areas, such as trusts or complex tax issues
  • One-on-one and group meetings to share views on the issues you care about

Thought Leadership

Bernstein research reports often set the standard for coverage of wealth management issues. We publish frequently in leading professional journals as well. Whether through print, our website, or other media, we aim to keep you well-informed. We’re always looking for new and better ways to communicate.

A Commitment to Transparency

Today more than ever, you deserve a clear understanding of your investment manager's strategies, processes, and financial strength.

  • Our investment strategies are straightforward and explainable
  • Our business model is simple; we don’t engage in proprietary trading or investment banking
  • As a public company, our financial results are available for anyone to see

Contact Us

Contact a Bernstein advisor today or locate an office near you.


View our demo to discover the benefits of online account access.