Robert Bergstrom

Overview

Robert Bergstrom operates as a sole-proprietor independent registered investment adviser focused on serving individual and family clients and small businesses. The firm provides financial planning and discretionary portfolio management, charging a mix of percentage-of-AUM fees and hourly engagement fees. Investment activity is concentrated in publicly offered mutual funds and pooled public vehicles rather than direct stock picking or broad use of alternatives. The adviser is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices