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.

Tactical ETF Strategy

  • Disciplined, innovative strategies supported by statistical analysis and rigorous research

  • Equity exposure is adjusted using quantitative risk measurements to lower your downside exposure doing a bear markets

  • Offering different allocations according to your risk appetite

  • As the strategy implies this is accomplished using efficient ETF's.

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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