Bernstein Private Wealth

Join hundreds of purpose-driven organizations by partnering with Bernstein as your investment management and operations specialist.

We collaborate with you to deliver a comprehensive and customized suite of services to meet your specific needs. Our partnership supports your fiduciary role, delivers investment results, measures performance with a transparent cost structure, and minimizes administrative burden. We work with fiduciaries at a variety of organizations to develop a strategy that is structured for today's investment and fundraising environment while remaining focused on the long-term mission.

Bernstein is committed to being thought leaders and sharing our insights - timely blogs, relevant podcasts, and expert research - tailored to address your unique interests and challenges.

We are here so that you can focus on what is most important: Your Mission.