Silverberg Bernstein Capital Management

Silverberg Bernstein Capital Management provides customized asset management and financial consulting services for individuals, small businesses, trusts, estates, and charities. The firm builds portfolios by focusing on fundamental and technical analysis, often targeting small-capitalization companies with proprietary intellectual property or recurring revenue models. Portfolios are typically concentrated with long holding periods to encourage tax efficiency. Silverberg Bernstein Capital Management operates on a discretionary basis, meaning they make trades on your behalf without needing approval for every transaction. In addition to investment management, the firm offers financial consulting on an hourly basis to evaluate cash flows, tax liabilities, and future retirement or estate plans.