ST Bernard Asset Management, Inc.

Overview

ST Bernard Asset Management, Inc. is a corporation that registered with the SEC in 2020 and operates as a non-independent retail registered investment adviser under individual ownership. The firm services individual and family clients and bills primarily as a percentage of assets under management, with the option for hourly charges. Its advisory work includes discretionary portfolio management for individuals and small businesses as well as for business or institutional clients, but the reported assets are non-discretionary. ST Bernard does not identify as an active ESG investor, is not multi-state, and is not positioned as a pension consultant. The firm has related-adviser relationships and maintains affiliations across the financial services ecosystem, including a broker-dealer, another investment adviser, and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives