Financial 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.

Robo Investment Strategy

  • Investment philosophy is backed by Nobel Prize winning research

  • Benefit from growth in both developed and emerging markets, so you're less exposed to the economy of any one country.

  • Lower expense ratios

  • Use of tax efficient ETF to help you save on taxes

  • How your money is spread across stocks and bonds can impact your long-term returns. We'll recommend how much risk to take on based on when you'll need your money.

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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.

© 2020 Berson Money Management

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205 Camino Toluca

Camarillo, CA 93010