Turning points,
before the market
knows it's turning.
Milton Berg has spent forty-seven years identifying inflection points in equities, bonds, and commodities — first at Oppenheimer, then alongside Steinhardt, Soros, and Druckenmiller, and since 2012 as an independent research adviser to select institutional clients.
Milton Berg Advisors publishes proprietary turning-point research for family offices, RIAs, and select institutional allocators. The work integrates fundamental, macro, and technical disciplines — built on indicators developed over four decades on the buy side, at firms few research providers have ever inhabited.
- 30,000+
- Proprietary indicators tracked daily
- 69,000+
- Pages of research published since 2014
- 47
- Years on the buy side
Forty-seven years on the buy side. Three Lipper-ranked funds. Mutual Fund Manager of the Year through the 1987 crash. CFA since 1979.
- 1978–84Commodities Analyst & Fund ManagerErlanger and Company · First Investors Corporation
- 1984–93Mutual Fund Manager (three funds)Oppenheimer — each ranked top performer over a 5-year period by Lipper
- 1987Mutual Fund Manager of the YearInstitute of Econometric Research · Sylvia Porter's Personal Finance Magazine (jointly with Stanley Druckenmiller)
- 1990s–2010sResearch collaborations withMichael Steinhardt · George Soros · Stanley Druckenmiller (Duquesne)
- 2012Founded Milton Berg Advisors LLCIndependent institutional research
George Soros' Former Analyst Exposes The Truth About This Bull Market
Three ways to engage the firm.
Investment Commentary
Proprietary research reports on equities, bonds, and commodities — published several times weekly only when timely and actionable. The core subscription.
Consulting Services
Custom research engagements for institutional clients with specific allocation questions, hedge construction, or proprietary indicator requests.
Speaking Engagements
Keynotes and private briefings for investment committees, family-office conferences, and industry summits.
Independent turning-point research for serious institutional allocators.
Family offices, RIAs, long-only and hedge funds, banks, pensions, endowments, and certain accredited investors.