Our Firm

Since 1984, Berman Capital Management & Research has provided independent, objective, fee-based investment portfolio management services for investors.  Back in the 80's our firm was one of the first in the country to provide fee-based investment management services.  It always seemed back then, as it still does to this day, that providing our services for an overall asset-based fee vs. a commission was in the best interest of our clients.  We take the fiduciary responsibility we have to our clients very seriously.

We are a full-service financial firm committed to helping people achieve their financial goals. We offer a wide range of financial services to individuals, business owners, trusts, estates, and qualified retirement plans. We believe you will be better able to identify your goals and make sound decisions to help reach them with our comprehensive financial recommendations.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has relationships with a variety of financial services companies, so if we do not have a product or service, we know a group that does.