# Bernstein Financial Advisory

Bernstein Financial Advisory is an Asset Manager based in Minneapolis, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** 501 Theodore Wirth Pkwy, Minneapolis, Minnesota 55422
- **Assets under management:** Undisclosed
- **Website:** bernsteinfinance.com
- **LinkedIn:** https://www.linkedin.com/company/bernsteinfinancialadvisory

## Regulatory record

- **Reports private funds:** No

## About

Sound & Thoughtful Investment Advice and Financial Planning Do you worry about the ups and downs of the market? Are you looking for a way to help protect your portfolio from a stock market correction? A Better-Balanced portfolio might be for you. Over 30 years of sophisticated, high-level investment experience used to deliver simple &

## People

- John Bernstein — Founder

## Questions

### Is Bernstein Financial Advisory a fiduciary, and how is it compensated?

Yes. The firm is a registered investment advisor and states it is obligated to act in clients' best interest. It is a fee-only practice and never receives commissions from product sales, which eliminates the incentive to recommend higher-commission products.

### What is a 'Better-Balanced' portfolio at Bernstein Financial Advisory?

The firm describes Better-Balanced portfolios as a construction designed to help protect against stock market corrections. The specific asset mix is determined through strategic asset allocation tailored to each client's risk tolerance and financial goals.

### Who runs the day-to-day investment decisions at Bernstein Financial Advisory?

John Bernstein is the founder and sole named investment professional. He previously managed the Sit Balanced Fund from 2008 to 2016 and led investment strategy meetings at Sit Investment Associates, bringing more than 30 years of direct investment management experience to the firm's client portfolios.

### Does the firm manage institutional capital or only individual accounts?

The firm's public materials only reference serving individuals and families. There is no mention of institutional separate accounts, fund vehicles, or pooled investment structures on its website.

### What is John Bernstein's professional background before founding the firm?

He worked for Sit Investment Associates, an asset manager with $13 billion under management, where he conducted investment research, managed portfolios, and led the monthly investment strategy meetings. He served as a portfolio manager for the Sit Balanced Fund from 2008 to 2016 (per the firm's website).

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Last updated: 2026-06-03T20:00:00.000Z

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