Berson Money Management

The firm provides individualized investment management, financial planning, and retirement plan consulting primarily for individual clients and also accepts corporate and pension or profit‑sharing plan sponsors. Its asset management services may include individual stocks, bonds, ETFs, mutual funds and options, and it offers standalone planning and ongoing consulting for employer retirement plans.

Portfolios are tailored to each client’s objectives and monitored on an ongoing basis, with the firm employing asset‑allocation frameworks and a mix of fundamental and technical analysis to guide long‑term, short‑term, and trading strategies as appropriate. The firm may engage third‑party sub‑advisors and can use options and other derivative positions within separately managed accounts to implement tactical or hedging decisions.

Compared with many solo independent advisers, the firm combines a small practice scale (roughly $31.5 million in regulatory assets under management across about 44 client relationships) with services that are less common for peers, such as pension consulting and direct work with employer plan sponsors under ERISA fiduciary standards. It also offers a broader planning scope than typical for a single‑advisor shop, including corporate and tax‑structure consulting in addition to individual financial planning.