Research
The analysis that goes into every single decision made at Berg Equity is the reason we are able to boast:
Return on Investment
Low Risk --> High Reward
Big corporate hedge funds are known for their extreme volatility and low success rate in beating popular index funds.
Berg Equity alleviates that risk from its clients by ensuring to always surpass the S&P 500, which has been done year after year after year.
Profitability in Global Events
Adapt to a Changing World
Berg Equity has remained resilient against large scale market downfalls such as the COVID-19 Pandemic, Russian Invasion of Ukraine, and Israeli-Palestinian Conflict.
We have done this by applying our extensive knowledge of qualitive and quantitative analysis to select the most effective investments in any given event.​
Solo Portfolio Management
Individualistic Reliability
Conflicting strategies and advisory fees?
Nope.
Berg Equity has strived by sticking to what we know on a strategical basis and keeping all of your assets under control of one management figure. Clear, concise, and honest accounting. A methodology you can trust.
8 Years of Accountability
Success You Can Count On
Firm CEO and Portfolio Manager Brian Berg has proven his profitability in the stock market over the last 8 years and will maintain this reliability for the next 80.