Investment Strategies

Whether you're new to investing or a seasoned pro, it's time to partner with a company that believes you could -- and should -- be getting more to create your financial secuirity.  For this reason we chose to offer multiple investment platforms because we don't believe that one size fits all. 

We offer help on best investment practices using individual stocks or bonds, mutual funds and/or ETF's.  We can help you build the best strategy to meet your own personal goals.

 

Reach out to us and schedule time to work with one of us on the best strategy or stragegies to help create your financial security in today's changing world. 

Here is a list of the types of programs we offer - each have a unique set of pros and cons to help you meet your goals.

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Fixed allocation strategy

Hedge Fund Strategy

Tactical Stocks Strategy

Tactical ETF Strategy

Robo Investment Strategy

Berson Money

Berson Money Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Berson Money Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Berson Money Management unless a client service agreement is in place.

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205 Camino Toluca

Camarillo, CA 93010