ST BERNARD ASSET MANAGEMENT, INC.

Overview

ST Bernard Asset Management, Inc. is a small, equity-focused registered adviser that provides portfolio management for individuals, small businesses and institutions. The firm favors exchange-traded equities as its primary allocation, supplemented by mutual funds and corporate fixed income for diversification. It offers advice on a non-discretionary basis and charges clients using a percentage-of-AUM fee schedule and hourly fees. The adviser maintains industry relationships that include broker-dealer, other investment adviser and insurance company affiliations, which supports access to third-party managers and product wrappers. ST Bernard Asset Management, Inc. is not identified as an active ESG investor and is organized as a corporation with individual ownership; it registered with the SEC in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices