50 Years of Investment Management & Research – Keeping You Ahead of Tomorrow.
“Why Bernstein? Because we have a long history of teaching talented individuals to become excellent financial advisors. We have a missionary zeal for sharing our philosophy for long-term investing; what we want from you is your self-awareness, your willingness to learn, and your passion for helping clients reach their goals.”
Kathy Fisher Head of Wealth & Investments Strategies
About our company
AB is a leading research-based investment firm that serves individuals, institutions, and private clients around the world. AB offers independent research, portfolio strategy, and brokerage-related services through its Sanford C. Bernstein subsidiary. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Our clients include executives, entrepreneurs, business owners, entertainers, and athletes, with goals ranging from preserving wealth to growing it.
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