Firm overview

Milton Berg Advisors is a boutique consulting and research firm that offers investment advisory services exclusively to institutional investors. We have a unique approach to research, aggregating data from a variety of sources.

Milton has developed an extensive collection of proprietary indicators, incorporating research from all disciplines to analyze trends in equities and other asset classes, including bonds and commodities. His work integrates historical data using fundamental, macro, economic, and technical factors to offer a comprehensive view on the financial markets. Milton provides clients with timely and actionable recommendations on trading given current market environments.

Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978, with an extensive background in various roles on the buy side. Milton founded MB Advisors in 2012 to address a need for high-quality independent research with a macro, technical and historical focus.

Milton began his career as a Commodities Analyst and Trader at Swiss-based Erlanger and Company. In 1980, he was a Fund Manager at First Investors Corp. and managed a natural resource fund as well as an option writing fund. In 1984, he moved to Oppenheimer and managed three mutual funds which were each ranked as the top performer over a five-year period by Lipper. Milton then became a Partner at Steinhardt, one of the earliest hedge funds on Wall Street. More recently, he has worked with well-known titans of the hedge fund world including Michael Steinhardt, George Soros, and Stanley Druckenmiller (Duquesne).

Milton’s work has been featured in the Wall Street Journal, New York Times, Barron’s, and Institutional Investor, in addition to other media outlets. His groundbreaking report “The Boundaries of Technical Analysis” was published in the summer of 2008 in the MTA’s Journal of Technical Analysis. His 2015 research report “Approach to the Markets” outlines his method for analyzing the stock market.

Milton has held a Chartered Financial Analyst designation since 1979. The Institute for Economic Research named Milton as the Mutual Fund Manager of the Year in 1987 given his performance during the crash. That same year, Milton was jointly named with Stanley Druckenmiller as Mutual Fund Manager of the Year by Sylvia Porter’s Personal Finance Magazine.