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Robert Christopher Bernardin

SCS Capital Management LLC

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About Robert Christopher Bernardin

Robert Christopher Bernardin is an investment advisor representative with SCS Capital Management LLC. Robert has been in the industry since August 2024 and is registered in Massachusetts. Robert holds the Series 65 license and specializes in providing investment advice to high-net-worth individuals, pooled investment vehicles, charitable organizations, and sovereign wealth funds. SCS Capital Management LLC is an investment advisor firm based in Boston, Massachusetts. The firm manages over $30 billion in assets and provides a variety of services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and credit, cash management, and insurance solutions.

Firm Information

Robert Bernardin is currently registered with SCS Capital Management LLC. SCS Capital Management LLC is an investment advisor headquartered in Boston, Massachusetts. The firm manages approximately $30.19 billion in assets for individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations, and sovereign wealth funds and foreign official institutions. SCS Capital Management LLC provides a range of investment advisory services, including financial planning, portfolio management, credit, cash management, and insurance solutions. The firm also selects other advisors for clients.
SCS Capital Management LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$30.19B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Bernardin’s Registration & Firm History

MA

10/17/2024 - Present

SCS Capital Management LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Christopher Bernardin.
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