At Berkeley Capital Management, we believe successful investing starts with trust. Our client-first approach is built on integrity, personalized guidance, and lasting relationships.
Our Story
From a simple idea to a lasting commitment.
Berkeley began in 2009 with a desire to provide friends and family with sound investment guidance during uncertain times. Founded by Ryan Peschka, who left his role as a bank CFO to pursue independent investment management, our firm has grown entirely through client referrals. From our humble beginnings, Berkeley’s assets under management has grown significantly. This growth has been achieved organically, by adhering to our fiduciary duty of acting in our clients’ best interests.
We provide clients with customized investment solutions through independent research, active management, and personal service. We help you work toward your long-term financial goals.
“Our strongest endorsement comes from clients who trust us with their family’s future. That trust drives everything we do.”
Ryan Peschka
Founder, Berkeley Capital Management
Our Core Values
The principles that guide us.
Our values shape every decision we make and every relationship we build. These fundamental principles have guided our practice since the beginning, helping us maintain focus on what matters most: serving our clients with integrity and dedication. Each value reflects our commitment to putting clients’ interests first and maintaining the highest standards of professional conduct.
