AB Bernstein

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Firm Overview

Since our founding in 1967, Bernstein has provided tailored investment management and research for our clients, which include not-for-profit organizations, closely-held corporations, high-net-worth individuals, and multi-generational families. We are part of AllianceBernstein L.P. (AB), a publicly-traded master limited partnership and one of the world’s largest asset management firms. As of March 31, 2017, AB managed $498 billion in assets for its clients.

Services and/or products

Bernstein implements a unified, hybrid approach to money management: Our advisors build clients customized investment solutions from a selection of internally managed active strategies and alternative investments, select passive services, and multi-manager hedge-fund strategies.

We combine these traditional investment services with dynamic risk control, integrated tax management, deep expertise in philanthropic organizations and giving strategies, and a comprehensive suite of investment advisory services.

We think the Bernstein advantage lies in four areas:

  • Highly customized planning and asset-allocation advice
  • Component portfolios chosen for their high-quality investment research and investment management, and their alignment with the client’s goals
  •  Rebalancing and risk management within and across component investment portfolios
  • Close communication with clients and their professional advisors, both during the planning process and thereafter

Past/current involvement with the Goering Center

Our firm is truly excited about being a part of the Goering Center Community.  After meeting with the individuals who run the Goering Center, we found there were obvious synergies in how we work with our family business owners and how the Goering Center engages with their members.

Contact Information

Primary contact: Douglas M. Sammons
127 Public Square, Suite 5000
Cleveland, OH 44114

Year Company/Firm Founded: 1967