Info

Berger & Associates specializes in portfolio management for a select, high net-worth clientele. Our objective: the long-term growth and preservation of wealth using a conservative, common-sense approach to investing. With a serious commitment to excellence, consistency, and communication, Berger & Associates focuses on low-risk, conservative investments to achieve long-term success. We tailor each client's financial portfolio to satisfy both current and future financial needs. Specific investments are always based on the "Two C's and Two D's" -- common sense, comfort level, diversification, and discipline. Our strength is in developing close, personal relationships with our clients, and responding not only to changes in the financial markets, but in our clients' lives as well. We are as selective about our clientele as we are about choosing investments. Our relationships are long-term, built over many years, with clients whom we respect, trust, and genuinely enjoy. At Berger & Associates we pride ourselves on the ability to demystify the investment process, educating, enlightening, and empowering our clients to control their financial destiny and achieve financial success.