Max Berkovich

Max Berkovich is a Portfolio Manager and Partner at Strategic Financial Services, Inc. in Utica, NY, where he is responsible for delivering investment results within client portfolios and contributing to overall investment strategy. He plays a key role in asset allocation, portfolio construction, and managing diversified investment portfolios for clients, utilizing evidence-based, factor-driven investment approaches.

With over a decade at the firm, Max joined Strategic Financial Services in 2011 and previously served as a Portfolio Analyst at Strategic Investment Advisors, Inc., where he gained foundational experience in portfolio analytics and research. His expertise encompasses multi-asset portfolios with a particular focus on U.S. and global equities, fixed income, and factor-based investing, including exposure to quality, value, momentum, and size factors.

Max holds a degree from Utica University and is recognized for his advocacy of opportunistic portfolio rebalancing and thoughtful diversification as means to enhance long-term client outcomes. His contributions to the firm's investment process have positioned him as a thought leader in areas such as risk management, global asset allocation, and systematic investment strategies.