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.
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.
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.
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.