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 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.

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.