Distinctive fixed income approach.
Drawing from our extensive banking and portfolio management experience, we bring unique insights to fixed income investing. We understand the nuances that many overlook, particularly in individual bond selection and portfolio construction.
Tailored equity solutions.
Our equity approach is shaped by deep, hands-on experience in managing public investment strategies. With a background that includes overseeing a publicly traded mutual fund, our team brings institutional-level insight to equity selection. We emphasize thorough research, disciplined analysis, and a long-term view—building portfolios that aim to capture growth while managing risk.
In-Depth Research
We conduct extensive analysis before making investment decisions. Our distinctive background brings unique insights in the equity and fixed income markets. We look beyond surface-level metrics to understand the intrinsic value of each investment opportunity.
Individual Portfolio Design
Your portfolio should reflect your specific circumstances, not a standardized model. We take time to understand your goals, risk tolerance, and time horizon before crafting your investment strategy. This personalized approach allows us to align your investments with your long-term objectives.
Active Management
Markets evolve, and your portfolio should adapt accordingly. We actively monitor and adjust investment positions based on changing market conditions while maintaining focus on long-term objectives. Our approach emphasizes risk management and disciplined decision-making over short-term market movements.
The Berkeley Difference.
Unbiased
As an independent firm, we select investments without the constraints of proprietary products. This structure allows us to focus on investments that align with your specific goals.
Fee-Only
Our fee-only structure supports our fiduciary commitment. We provide transparent communication about all costs associated with our services.
Tax Aware
We seek to minimize your taxes while pursuing your financial goals. By strategically managing asset locations, tax-loss harvesting, and efficient withdrawal strategies, we help you keep more of your money.