Founded by Alan Berman, Berman Capital Management & Research is a San Francisco-based firm dedicated to providing comprehensive and personalized investment management solutions. The firm operates with a client-centric philosophy, focusing on long-term capital appreciation and wealth preservation. They serve a select group of high-net-worth clients, including individuals, multi-generational families, and non-profit organizations, offering customized portfolio management based on in-depth research and a disciplined investment approach.

Founded in

United States