What Choices Look Like.
In his first year of switching B/D’s to Berthel Fisher & Company, Lee discovered just how thrilling “alternative” choices can be. After generating considerable new business for himself and substantial tax savings for his clients on alternative investments alone, Lee decided alternative was the way to be.
Our willingness to consider new ideas and pursue new opportunities has created years of experience in alternative investment products. With the support of in-house due diligence, Berthel Fisher Representatives and their clients have investment choices to consider that simply aren’t available at many other firms.
"An unexpected buyout created a huge windfall and a looming tax problem for one of my long time clients. With extensive experience and product choices at Berthel Fisher, I was able to offer her new ideas, better diversification and tax management that I could never have provided at my old firm."