Find out if we are a fit

Read through how we work below and check out some of our Investment thoughts. If our approach sounds interesting, we would love to meet with you or schedule a phone call at your convenience.

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How we work

1. Meet with a Berkeley Investment Officer.

Each client family is assigned an Investment Officer who is responsibleatl x for implementing, monitoring and keeping you up to speed on your investments.   Berkeley’s Investment Officers are different than most Financial Advisors today.  They personally manage client investment portfolios and when appropriate will even lend perspective on other investments you own or are considering outside the public markets.  Their goal is to see your big picture and help you  grow and protect your entire net worth.

2. Create a Smart Plan.

Many clients would like to have a Financial Plan to help guide them to their goals.  We are all for it as well. Our planning approach is straightforward and we simplify the process into a easy to understand dashboard so everyone is on the same page and can monitor progress along the way.

3. Portfolio Construction.

Once you decide Berkeley is a fit for you we will begin implementing an investment plan that satisfies your risk-reward profile.

4. Review and Coordinate.

Your Investment Officer is always one phone call or email away.  Also, once your initial portfolio is constructed we will schedule regular updates with you to review progress, discuss the portfolio and consider any other investment opportunities you want do discuss.

Services

Equity Portfolio Management
Fixed Income Management
Private Investment Perspective
401K plans for small businesses
Options Strategies

Need other resources?

Over the years we have built a network of trusted advisors who can help our clients with specific financial, tax, insurance and legal needs.  Call your Investment Officer anytime and they will get you connected with the right person.