Legacy of Trust

When you entrust Bernstein to serve as your investment manager, you become part of a proud tradition of integrity, trust and financial success.


By focusing for so many years on one cause—serving our clients with outstanding investment management—Bernstein has developed a culture of singular purpose. Our people are disciplined, inquisitive and passionate about their work. Our values are steadfast:

  • Our clients’ interests always come first
  • Our only business is to help our clients reach their financial goals
  • We measure our success by the quality of our clients’ experience

One Focus

Bernstein was founded more than four decades ago expressly to manage money for families and individuals, and our focus has never changed. But the services, tools and resources we offer have evolved with our clients and our insights:

Contact Us

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