Neuberger Berman

Neuberger Berman, a Lehman Brothers company, is one of the oldest, most trusted names in money management for individuals and families. Founded in 1939, it has earned a reputation for building and protecting clients' wealth through bull and bear markets.

Neuberger Berman Private Asset Management
Neuberger Berman's Private Asset Management Business provides discretionary, customized portfolio management. Experienced money managers, each with a distinct investment style and discipline, tailor investment strategies to fit clients' individual goals, financial needs, and tolerance for risk. Customized portfolios can easily accommodate any special concerns, such as tax management, investment restrictions, or large holdings of stock options.

Neuberger Berman Funds
Neuberger Berman was one of the first firms to offer no-load mutual funds, starting in 1950. Today the Neuberger Berman family of funds spans asset classes, investment styles and capitalization ranges. Its open-end mutual funds are available directly to investors or through distributors, and its closed-end funds trade on major stock exchanges.

Neuberger Berman is also a leading sub-advisor of funds for institutional clients, including insurance companies, banks, and other financial services firms. We serve as the investment advisor or sub-advisor for numerous defined contribution plans, and for insurance companies offering variable annuity and variable life insurance products, and we provide portfolio management through wrap account programs.

Neuberger Berman provides mutual fund asset allocation services to individuals and institutions through its Advisory Services Business. We provide professional portfolio management and related services to help investors create and monitor customized portfolios of mutual funds from a broad selection of well-known fund providers.

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