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Wealth Management

Money Management is What We Do

Wealth management is a part of Neuberger Berman’s DNA. The firm was founded to manage assets on behalf of individuals, families and their charitable organizations. Now, 75 years later, as a global investment management organization, our private client business remains a central, critical focus of our mission.

Wealth Advisors

Our Wealth Advisors lead clients and their families through the process of building a comprehensive wealth plan by bringing together a team of Neuberger Berman investment strategy, wealth planning and portfolio management professionals. As a key member of your extended financial team, your Wealth Advisor can meet with attorneys, accountants and other advisors to coordinate the many aspects of a sound wealth management strategy.

Find a Wealth Advisor

Our Approach

Neuberger Berman's multi-faceted approach looks at your portfolio as one aspect of an integrated program that includes tax, estate planning and charitable giving goals and solutions. By starting with a deep understanding of your financial goals and investing behaviors and continuing communication about your changing needs and goals, our Wealth Advisors develop and monitor customized, tax-sensitive wealth management solutions rooted in Neuberger Berman’s comprehensive research and analysis.

Customized Solutions

We understand that no two individuals or families are alike, so your investment strategies shouldn't be either. Our unique structure offers the benefits of the key attributes of open and closed architecture business models. This allows your Wealth Advisor to customize solutions matched to your specific goals and objectives by accessing broad investment management capabilities, including equity, fixed income and alternative strategies. Your Wealth Advisor monitors your asset allocation and will discuss potential adjustments should your needs and goals change over time.

This material is provided for informational purposes only. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Certain products and services may not be available in all jurisdictions or to all client types. Investments in hedge funds and private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in hedge funds and private equity are intended for sophisticated investors only. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.

Tax planning, and trust and estate administration services, as well as alternatives and fixed income products and services are offered through affiliates of Neuberger Berman LLC. Neuberger Berman LLC is a registered Investment Advisor and Broker/Dealer. Member FINRA/SIPC. The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.