Brett Berman, MBA, CFP®, FCSI®, CIM®

I believe: • in robust financial planning • that asset allocation is the key to designing an effective investment strategy • that risk management and tax optimization add value and that market timing and speculative stock picking typically don’t • that providing clarity – about where you are, where you want to be, and a clear plan to get there – is essential. ----------- My 4 Key Differentiators: 1. Uncommon Insight 2. Genuinely International 3. Savvy Tax Strategies 4. Perceptive Risk Management