A complete list of active advisors currently associated with Berla Investment Consulting

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

Berla Investment Consulting provides independent investment consulting to a small, select client base that includes employee benefit plans, foundations, endowments, corporate funds, insurance companies and high‑net‑worth individuals. Its consulting services center on asset‑allocation advice, development and monitoring of investment policy statements, performance measurement and the evaluation and oversight of investment managers. The firm operates as a non‑discretionary consultant: it does not accept authority to manage client accounts or to vote client securities, and it avoids commission‑based or soft‑dollar arrangements and participation in wrap programs to preserve objectivity. Its recommendations are informed by analysis of financial statements, tax circumstances, manager reports and proposals, asset‑allocation modeling and performance attribution. Distinctive aspects noted in the brochure include an explicit absence of portfolio management for individual clients and a fee model that does not rely on percentage‑of‑assets (AUM) charges, with fees negotiated and typically billed on a fixed or hourly basis in arrears. The firm is long‑established (founded in 1984), maintains CFA charterholders among its principals, and emphasizes manager selection and oversight rather than delegated trading or custody services.

To learn more about the advisors currently working at Berla Investment Consulting, 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.