A complete list of active advisors currently associated with Berilium

Warmer can help you find a great advisor at Berilium or one who fits your needs even better.

Berilium Technologies is an SEC‑registered, internet‑based investment adviser that provides automated online investment management and sub‑advisory services through a proprietary website and client questionnaire. Its client base includes individual investors, including high‑net‑worth clients, and other entities that may access the firm’s model portfolios via the platform. The firm’s investment process is algorithm‑driven: a proprietary Algorithm scores clients on risk capacity and willingness and recommends one of its model portfolios, which are built predominantly from ETFs, mutual funds and closed‑end structures such as business development companies, interval funds and tender‑offer funds. Portfolios are offered in two series (Private Market and Alternative Income), emphasize diversification to supplement traditional stock‑and‑bond holdings, and present projected volatility and downside‑mitigation metrics while disclosing the limited liquidity and quarterly repurchase mechanics of many holdings. Berilium’s operations are distinctive for delivering advice solely through its interactive platform and for programming procedural safeguards into the Algorithm (for example, eligibility halts tied to bid/ask spreads, NAV discount/premium levels and repurchase oversubscription thresholds). The firm is also affiliated with another SEC‑registered adviser—Berilium fully owns Endure Capital—and provides sub‑advisory services to third‑party advisers, with allocation, valuation and disclosure policies intended to address related conflicts.

To learn more about the advisors currently working at Berilium, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.