Berkeley Investment Advisors provides advice on all aspects of wealth management, including sophisticated money management services. Each client has their own separate account (insured by SIPC) with allocations across our different strategies tailored to each client's needs. We also advise and represent our clients in direct purchases of investment real estate.
What We Offer:
For Investors - Financial security through planning & intelligent investment
For Institutions - A proven absolute return strategy targeting inflation + 8% based on economic and financial fundamentals
Why Berkeley Investment Advisors?
Wall Street expertise now available to main street investors
We focus on finding undervalued securities which greatly reduces risks over the long term
Peace of mind that comes with a superior long run track record
Fee only business model means our interests are aligned with yours - we have no "toxic" assets to push on you.
Live personal attention from your investment manager.
Why Intelligent Investment?
It sounds like a silly question but it's directed at the underlying divisions in the investment management industry: passive versus active management. Ray Meadows CIO of Berkeley Investment Advisors is one of the rare investment managers who have successfully implemented an analytically driven, long term, active investing strategy. His methodology eliminates most of the emotional biases and allows him to exploit his strengths and deliver proven superior returns. For further background on the relationships between human psychology, risk taking, and returns click the links below:
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