Investment Policy Statement
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We are your trusted partner for all financial issues; we are committed to developing targeted solutions and sound investment advice.
Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. We pride ourselves on our attention to our clients’ financial issues. Through our ongoing investment research and portfolio management, we strive to help our clients meet their long-term goals.
We meet to develop a plan that is designed to meet our clients’ short and long-term goals. This deep understanding of the financial picture is captured in an Investment Policy Statement (IPS); the IPS is consulted when making buy/sell decisions.
Our portfolio management combines diligent investment research with a detailed understanding of our clients' financial objectives. We study market conditions and utilize quantitative screens to identify new stock candidates and to trigger buy and sell decisions. We develop a deep understanding of our clients' financial picture, regularly review this information and ensure our investment assumptions remain current and accurate.