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Disciplined Framework
with a Customized Approach

We act on the core value of putting our clients first with truly independent advice

Berkeley Capital Management, LLC is an independent registered investment advisory firm, acting on the core value of putting our clients first with truly independent advice. We focus on customized investment portfolios designed to meet your financial objectives.

A Deep Understanding

It all starts with a deep understanding of your financial and investment objectives

Customized Portfolios

We build customized investment portfolios utilizing our expertise in equity and fixed-income markets

Long Term Results

With an unbiased and independent approach, we are focused on one goal: achieving long-term results