BERGER ASSET MANAGEMENT, INC.

Overview

Berger Asset Management, Inc. is a small, fee-based registered investment adviser focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and runs discretionary portfolios, with a clear tilt toward publicly traded equities as the primary allocation. While Berger lists pension consulting among its industry affiliations, its client base and advisory activity center on individual and family relationships rather than large institutional mandates. The firm does not position itself as an active ESG investor and operates with a limited geographic footprint. Berger’s investment approach emphasizes liquid, exchange-traded instruments for core exposure, supplemented by third-party alternative managers where appropriate. Equity exposure drives most portfolio construction, while mutual funds and corporate debt are used to round out fixed‑income or diversified sleeves. Hedge funds are used as external alternative allocations to introduce strategies that target low correlation or absolute returns.

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Public Holdings

Investments & Alternatives

Location & Offices