Gregory Blake
Bernstein is an investment management firm that specializes in multi-generational wealth management issues.  We are a heavily research-based firm that manages money for our clients (private clients/families, foundations, and institutions) completely internally (presently about $900B under management).  What I mean by this is that we provide comprehensive investment services in-house instead of outsourcing to other money managers like the vast majority of investment firms do these days.  We think this is absolutely critical as it enables us to deal with the complex issues that are inherent to the types of clients we generally work with (wealthy landowners or business owners, charitable foundations, etc.).  

We approach wealth management on several levels by:

  • Working with each client-and, if desired, with his or her other professional advisors-to develop a wealth management plan for each investment vehicle and for the entire family portfolio.
  • Managing each portfolio with attention to its tax status and purpose.
  • Systematically rebalancing each vehicle and the whole portfolio to retain the desired risk level and return potential.
  • Continuously monitoring all investment plans and results, adjusting them when necessary.

Most important, we recognize that planning decisions must be dynamic, subject to evolution as clients grow older, as children reach adulthood, and as circumstances or the markets change.

Our personalized approach to wealth management helps to answer the complex questions that come with wealth and ensures that each client’s plan meets his or her specific needs.

Bernstein works very closely with trust/estate attorneys and related accounting professionals in an effort to design a holistic investment strategy utilizing complex trust/estate vehicles in order to do precisely that.  Also, we have the capability to perform investment analytics that enable landowner's to model various investment scenarios given the illiquid nature of their land and/or real estate holdings, thus, improving their chances of achieving their financial objectives.

Contact Gregory Blake

Bernstein Global Wealth Management
Vice President
800 Connecticut Ave NW
Washington, DC  20006
Phone: (202) 261-6739
Fax: (202) 261-6767


Service Area

Statewide service provider in:
  • DC

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