Berla Investment Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
65
Advisors
2
of 2 employees
About
Berla Investment Consulting provides investment consulting to institutional clients — including employee benefit plans, foundations, endowments, corporate funds and insurance companies — and to high‑net‑worth individuals. Its consulting services focus on setting and monitoring investment policy, developing asset allocation, measuring and evaluating investment managers, and assisting with manager selection and monitoring.
The firm delivers non‑discretionary advice and does not accept authority to manage client accounts or to vote client securities; it also does not participate in wrap fee programs or accept commission (soft‑dollar) compensation. In forming recommendations it reviews financial statements, tax circumstances, manager and custodian reports, and uses asset allocation modeling and periodic performance reporting, with retainer accounts reviewed at least monthly.
Compared with peers, the firm is notable for explicitly not providing portfolio management for individual clients, not serving non‑high‑net‑worth individual clients, and for not using percentage‑of‑AUM fees — fees are negotiated and are typically fixed or hourly. The firm is structured as a small, long‑standing advisory practice whose principals hold the CFA charter; the firm was recently reorganized from a sole proprietorship to a corporation and one principal also maintains part‑time public sector work in information systems.
Client services
Expertise
Fee options
Hourly fees paid in limited cases; specific rates negotiated per client.
Fee-only: Fees are typically fixed fees negotiated individually; billed in arrears monthly, quarterly, semi-annually, annually or upon project completion.
Main office
Alamo CA
Advisors at this office
2
Most active in
California
Also doing business as
Berla George Alexander · Berla Investment Consulting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Corey B
CFA®
Alamo, CA
Berla Investment Consulting
Corey Berla is a CFA charterholder with nine years of experience at Berla Investment Consulting. He has also worked as an Information Systems Analyst for the City of Walnut Creek since 2013, focusing on IT hardware and software related to server infrastructure. Berla Investment Consulting provides fiduciary investment consulting to a select client base including employee benefit plans, foundations, endowments, corporate funds, insurance companies, and high-net-worth individuals. The firm operates as a non-discretionary consultant emphasizing manager evaluation, performance measurement, and investment policy oversight, and it does not accept asset-based fees or manage individual portfolios.
George B
CFA®
Alamo, CA
Berla Investment Consulting
George Berla is a CFA® charterholder and principal at Berla Investment Consulting with over 40 years of industry experience. He previously operated as a sole proprietor under the name George Alexander Berla DBA Berla Investment Consulting before the firm’s reorganization in 2026. In addition to his advisory work, he maintains part-time public sector employment in information systems. Berla Investment Consulting provides investment consulting to institutional clients and high-net-worth individuals, focusing on investment policy, asset allocation, and manager evaluation. The firm delivers non-discretionary advice without managing client accounts or participating in wrap fee programs, and it distinguishes itself by using negotiated fixed or hourly fees rather than percentage-of-AUM charges.
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