Our Mission is Simple.

We assist in the creation, preservation, and management of wealth for our clients.

Our Investment Philosophy is Even Simpler.

Our clients are what it's all about.

See Our Process

Our Team Approach Is Strong.

Our relationships are built with a solid foundation of trust and service.

Meet the Team

Bernardo’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

Overview of Services

  • Retirement planning
  • Investment services and personal investing
  • Family needs planning
  • Business succession planning
  • Estate planning

That’s our dedication — from our family to yours.