- Simplify Asset Management Inc.a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges
- Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity
- Nimbler, tech-savvy companies pulling ahead of slower peers in an increasingly winner-take-all market
- Firms able to deliver growth in a slow-growth world command premium valuation
- Prior to Simplify, Dr. Berns founded Portfolio Designer, LLC, a company that specializes in portfolio design
- Dr. Berns the author of Modern Asset Allocation for Wealth Management, published by Wiley Finance
