A complete list of active advisors currently associated with Bernicke Wealth Management
Warmer can help you find a great advisor at Bernicke Wealth Management or one who fits your needs even better.
Bernicke Wealth Management is a wealth management firm that provides discretionary investment management, financial planning (including standalone plans), retirement-plan advisory services, and consulting to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $887 million in discretionary assets and typically begins client relationships under a discretionary investment management agreement with ongoing portfolio supervision. The firm employs a macroeconomic, top-down asset-allocation approach to construct portfolios, using ETFs, bonds, stocks, mutual funds and, when suitable, alternatives such as interval funds, structured notes, and private funds; portfolios are managed discretely with periodic rebalancing and client-specified written restrictions. Bernicke Wealth supplements its investment process with an AI-driven quantitative model for pre-screening factor analysis and security selection, with human review of model outputs before implementation. Distinctive operational and client-service features include relationships with a broader set of institutional clients than is typical for multi-team firms — including banking and insurance entities, other investment advisers, state or municipal entities, and sovereign wealth-type clients — and the ability to serve retirement plans under both 3(21) and 3(38) engagements. The firm’s use of less-liquid instruments (interval funds, structured notes, private placements), instances of dually registered representatives who may effect brokerage transactions, and reliance on third-party administrative and custodian support further differentiate its service model from many peers.
To learn more about the advisors currently working at Bernicke Wealth Management, 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.
You can also browse Bernicke Wealth Management's office locations.
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