Berkeley is a Registered Investment Advisor and so we manage our clients assets as a Fiduciary. Most of the Financial Advisors you find at brokerage houses and banks don't manage to the same standard, and I think that is a big deal. Check out this video from PBS on the Retirement Gamble.
Charlie has certainly seen the world of investing change during the course of his nearly 40 year career. He began his career on Wall Street working for one of the nation's oldest investment banks, Lehman Brother Kuhn Lobe. In 1990 Charlie transferred to the Lehman offices in Atlanta as a Senior Vice President and eventually moved to Bear Stearns where he focused on portfolio management, strategy and analysis.
Charlie joined Berkeley Capital Partners in 2010 because Berkeley’s culture and independence better fit Charlie's goal of providing his client's with a more thoughtful, creative and hands on portfolio strategy. Charlie’s “4-4-2” portfolio strategy has resonated with clients which is a natural fit now that Charlie’s clients are mostly retired, close to retirement or conservative in nature. Charlie’s “4-4-2” portfolio strategy actually lowers volatility and at the same time increases the yield in the portfolio without “STRETCHING” for yield. It’s a great fit for helping clients manage the volatility better. Lower risk and more income is a great combination. As a Senior Investment Officer at Berkeley, Charlie is hands-on with his client's portfolios and provides great insight into the capital markets.
Originally from New York, Charlie graduated from John Jay College in N.Y.C. with a BS in Criminal Justice. Charlie lives in the suburbs of Atlanta with his wife and three sons and one grandson.
Charlie enjoys golf, scuba diving, kayaking and snow skiing.
The always quotable Charlie Barry . . .
"Historical stock and bond market returns are not achieved when buying near stock market highs and bond market yield lows. Be careful when bending down and picking up the dime in front of the steamroller." - Charlie Barry
"The pain of a loss is 2 1/2 times greater than the joy of a gain, so is the candy worth the cavities, especially in retirement when your cavities become root canals?" - Charlie Barry
"Low interest rates may be pushing savers into the equity markets, but that does not mean they have to be pushed into equity market risk." - Charlie Barry
"Reaching for yield does not necessarily mean taking more risk. Almost always it does, otherwise, you wouldn't be reaching. My advice is to reach for yield and take less risk." - Charlie Barry