Client Service

Connecting You to Service & Support

Value reflects more than our investment style. It defines who we are, and our relationship with each other and those we serve. It determines how and why we do business.

Brandes understands institutional plans need to meet two main fiduciary responsibilities:

  1. Payment certainty
  2. Long-term obligations

Brandes specializes in helping institutional plans meet their long-term fiduciary responsibilities. Our value-focused strategies are designed to be an integral part of your plan’s asset allocation mix.

Our equity and fixed-income strategies offer:

  • A long-term focus and independent thinking that puts client interests first
  • A consistent Graham-and-Dodd, bottom-up value approach
  • Established global research teams covering the market-cap spectrum

Our mutual funds and separate accounts are available for:

  • Corporate Defined Benefit / Defined Contribution Retirement Plans
  • Endowments and Foundations
  • Public Retirement Plans
  • Taft-Hartley Plans

Our Institutional Team is ready to help. 

Consider how our service orientation and value commitment can help you meet your long-term institutional investing obligations.

 

Institutional Sales, Services and Consultant Relations

Rhonda Berger Photo

Rhonda Berger

  • Director, Institutional Portfolio Management

Rhonda Berger leads the firm’s Institutional Portfolio Management group and is a member of the Investment Oversight Committee. She works with institutional clients and their consultants to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy. She coordinates with the firm’s investment committees to accommodate client-specific guidelines and to consider existing portfolio allocations when implementing investment decisions. Additionally, she is an Advisory Board Member of The Brandes Center at the Rady School of Management, UC San Diego. Ms. Berger is a limited partner of the firm’s parent company. Prior to her current role, she was an Institutional Client Portfolio Manager on various strategies and a Product Specialist with the firm’s Mid Cap strategies.

Before joining Brandes, she was a Managing Director in international equities with Dresdner Kleinwort Benson where she oversaw the Japanese Equity Research Sales Desk. Ms. Berger earned her BA in economics from Wellesley College and her MBA with a concentration in finance from the Stern School of Business at New York University. Her relevant experience began in 1987 and she joined Brandes Investment Partners in 2002.

Institutional Client Services

Rhonda Berger Photo

Rhonda Berger

  • Director, Institutional Portfolio Management

Rhonda Berger leads the firm’s Institutional Portfolio Management group and is a member of the Investment Oversight Committee. She works with institutional clients and their consultants to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy. She coordinates with the firm’s investment committees to accommodate client-specific guidelines and to consider existing portfolio allocations when implementing investment decisions. Additionally, she is an Advisory Board Member of The Brandes Center at the Rady School of Management, UC San Diego. Ms. Berger is a limited partner of the firm’s parent company. Prior to her current role, she was an Institutional Client Portfolio Manager on various strategies and a Product Specialist with the firm’s Mid Cap strategies.

Before joining Brandes, she was a Managing Director in international equities with Dresdner Kleinwort Benson where she oversaw the Japanese Equity Research Sales Desk. Ms. Berger earned her BA in economics from Wellesley College and her MBA with a concentration in finance from the Stern School of Business at New York University. Her relevant experience began in 1987 and she joined Brandes Investment Partners in 2002.

Head of Institutional Group

Rhonda Berger Photo

Rhonda Berger

  • Director, Institutional Portfolio Management

Rhonda Berger leads the firm’s Institutional Portfolio Management group and is a member of the Investment Oversight Committee. She works with institutional clients and their consultants to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy. She coordinates with the firm’s investment committees to accommodate client-specific guidelines and to consider existing portfolio allocations when implementing investment decisions. Additionally, she is an Advisory Board Member of The Brandes Center at the Rady School of Management, UC San Diego. Ms. Berger is a limited partner of the firm’s parent company. Prior to her current role, she was an Institutional Client Portfolio Manager on various strategies and a Product Specialist with the firm’s Mid Cap strategies.

Before joining Brandes, she was a Managing Director in international equities with Dresdner Kleinwort Benson where she oversaw the Japanese Equity Research Sales Desk. Ms. Berger earned her BA in economics from Wellesley College and her MBA with a concentration in finance from the Stern School of Business at New York University. Her relevant experience began in 1987 and she joined Brandes Investment Partners in 2002.