Committed to You

We are focused on delivering quality financial education that leaves you feeling confident about your financial future. We’re with you for the long haul – if your needs change, your personalized plan will change right along with them.

RussBerek Management advisor serves as the quarterback of your financial team – coordinating the efforts of accountants, attorneys, and other professionals to ensure your financial plan helps you achieve success.

Our investment solutions help traditional fixed income investors access the syndicated loan and high yield bond markets and capitalize on opportunities across traded corporate credit. We additionally provide access to directly originated fixed and floating rate credit assets and the ability to capitalize on illiquidity premiums across the credit spectrum. Our strategies include syndicated loans, high yield bonds, multi-asset credit, alternative credit investments and U.S. and European direct lending.