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FAQ
What makes Berkeley Capital Management different from other investment management firms?
We provide customized portfolio management, with each strategy tailored to individual client needs. Every investment decision is based on thorough research and aligned with your specific goals. Our independent structure allows us to focus solely on what we believe serves our clients’ interests.
What is your investment approach?
We take a disciplined, research-driven approach to building custom portfolios. We focus on long-term value and bring significant experience in fixed income investing, drawing on our background in this area.
How do you work with clients?
We believe in building long-term relationships based on clear communication and understanding. We take time to understand your goals and circumstances, then create and actively manage a customized portfolio strategy aligned with your needs.
What types of clients do you typically work with?
We primarily work with individuals and families approaching retirement, helping them navigate their financial future. We also serve business owners and professionals seeking thoughtful investment solutions.
How do you evaluate investment performance?
We monitor portfolio performance in the context of your stated objectives. While we track quarterly results, we emphasize long-term progress toward your specific goals.