Fiduciaries Can Receive a Free Fee Benchmark

If you're not sure how your plan's fees stack up, we can help with a complimentary fee benchmark.

// Get Your Free Benchmark

Institutional Investment Management: Making Your Money Work for You

BerganKDV’s Institutional Investment Management solution is designed to maximize your organization’s extra funds by thoughtfully investing it, instead of having it collect dust in a bank. We take time to assess your potential risk and return goals to create a customized investment plan that drives results, so you can sit back and watch your money work for you.

When you utilize our Institutional Investment Management services, you can feel confident that your extra funds are being handled with care and expertise by advisors who understand the ebbs and flows of the market.

This service is a great opportunity to grow your returns with a portfolio that’s as aggressive or conservative as needed, so that it can achieve your unique goals.

Contact Our Team

What Sets Us Apart

Our diligent research and passion for helping others. Here are a few of our many differentiators:

  • Fundamental research and regular market assessments, including stress testing and volatility analysis
  • Utilize these assessments to formulate capital market expectations
  • Implement portfolio positioning aligned with expectations
  • Constant and open communication to ensure client needs are always met
// Contact Our Team for an Analysis and Quote

ASSET ALLOCATION MODELS

Twice a quarter we gauge the global economic outlook. We diligently analyze the economic environment through the lens of global interest rates, earnings growth projections, economic data, inflation and valuations.

Our overall assessment of the risks and opportunities drives our outlook and positioning within our Asset Allocation Models while maintaining a globally diversified portfolio.

financial graphs

BERGANKDV TEAM

When you utilize our Institutional Investment Management services, you can feel confident that your extra funds are being handled with care by advisors who understand the ebbs and flows of the market.

Our team is rooted in open communication and setting clients up for financial success, both long and short term.

INVESTMENT RESOURCES

Silicon Valley Bank Collapse and the Impact on Investors

Silicon Valley Bank Collapse and the Impact on Investors

March 13, 2023 David Peyton
Keeping More of Your Money: Tax-Efficient Wealth Management

Keeping More of Your Money: Tax-Efficient Wealth Management

March 13, 2023 BerganKDV Team
Balancing Act: Six Common Money Mistakes Small Business Owners Make

Balancing Act: Six Common Money Mistakes Small Business Owners Make

February 16, 2023 Todd Henningsen
Business Analytics Graphs

Confidence and Results

BerganKDV’s Institutional Investment Management will optimize your funds and deliver you confidence and results.  BerganKDV is here for guidance, support, investment performance updates and withdrawal requests.

Experience cash management and advisory with you at the forefront.

Contact Our Team

Fiduciaries Can Receive a Free Fee Benchmark

If you're not sure how your plan's fees stack up, we can help with a complimentary fee benchmark.

// Get Your Free Benchmark