Berla Investment Consulting is an independent investment consulting firm. Berla Investment Consulting was organized in 1984 by George Berla. Berla Investment Consulting is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940.  As an SEC registered advisor, Berla Investment Consulting is a fiduciary to its clients.  We are currently the independent investment consultant on total client assets in excess of $2.6 billion.

Organizational Strengths

  • Has provided investment consulting services continuously since 1984.
  • Strong investment and quantitative background of investment professionals.
  • Organizational stability.
  • Independence and objectivity.
  • Small size permits highly personalized service.
  • Commitment to minimizing client investment management fees.
  • Long-term client references available.
  • Has never accepted commissions (soft dollar) payment.

Securities and Exchange Commission Brochure

Form CRS