Thank you for your interest in our separate portfolio management services.

We manage value-oriented, global portfolios for high-net-worth individuals and trusts, employing a diversified strategy of investment in low-cost exchange traded funds (ETFs) and mutual funds. All portfolios are directly managed by James Berman the founder and managing member of LLC. Individual accounts allow us to develop an asset allocation that is uniquely tailored to the particular needs of each client.

Unlike brokers who charge by commission, we charge a percentage of assets under management. Thus, our interests are linked to those of the client. Unlike large financial services firms who may hawk their own funds at the expense of better performers, we are absolutely objective: we receive no kickbacks from any of the funds in which we invest. This leaves us free to search for the best investment opportunities—it’s that simple.

When clients hire us, they get the benefit of our full range of knowledge on investment planning. We can establish tax-deferred accounts which shelter earnings from taxes. We can also provide skilled bond management for investors who prefer a less volatile strategy than equities provide. In short, we can customize your portfolio to your needs. We invite you to browse our library of quarterly letters to learn more about our uniquely global perspective.

If you are interested in professional, global investment management, please e-mail us. is a website maintained by LLC, a Registered Investment Advisor. The content provided on this website is intended solely for the purpose of offering general information on investment advisory services. This website is not intended to influence trades or provide personalized investment advice. We are not responsible for the accuracy of any third-party information on this website. We may conduct business only in states in which all regulatory requirements have been met. Therefore no follow-up will be made with a prospective client until the regulatory consequences of soliciting new business within that state are met. Please note that past performance does not guarantee future results and that global investment incurs risks that may result in loss of principal.