Paolo Bernardi Advisor

Overview

Paolo Bernardi Advisor is a small, independent RIA run by Paolo Bernardi that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a fee-based advisor, charging a blend of percentage-of-AUM fees as well as hourly and fixed fees for planning and other engagements. Advisory activity also includes publishing periodicals or newsletters, and the firm identifies as an active ESG investor, which suggests environmental, social and governance factors are incorporated into security selection or manager selection. Investment activity skews toward public equities and exchange-traded instruments, with a clear preference for liquid, listed securities. Given the firm’s scale and client base, portfolio construction appears to emphasize straightforward equity exposure supplemented by external alternative managers and insurance products where appropriate. All client relationships are small in number, enabling a hands-on, personalized service model from Paolo Bernardi.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices