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Berkeley Investment Advisors provides advice on all aspects of wealth management, including sophisticated money management services for clients with $100,000 or more to invest. 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:
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For Investors -
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Financial security through planning & intelligent investment.
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For Institutions -
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A proven absolute return strategy targeting inflation + 8% based on economic and financial fundamentals.
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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.
- Live personal attention from your advisor – no phone trees!
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 of Berkeley Investment Advisors is one of the rare investment managers who has 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:
Independent Advise with Your Interests First
Berkeley Investment Advisors is a Fee only advisor which means we are paid based on the value of your assets that we manage – we do not earn commissions by selling financial products or excessively trading your account. Unlike stock brokers, our fees grow only when your assets grow. This eliminates conflicts of interest and insures that our incentives are aligned with your interests. In fact, the law says that registered investment advisors must act as fiduciaries for their clients – we are required to put client interests first. Stock brokers are not legally bound to this level of duty to their clients.
We Get to Know You
Money is a very personal thing and investing is, to an extent, driven by emotions. Therefore in order to devise a strategy that works for you, we take the time to understand both your goals and how you react to risks. We believe that the comfort level needed to take appropriate investment risk comes from a two way understanding between our client and us. We must understand your view of risk and your risk tolerance. In turn you must understand our recommended strategies and the implications for short and long run fluctuations in values. When we understand each other it makes investing less stressful and provides you the assurance that your investment advisor knows how to take care of your money.
The Track Record of Superior Management
Ray Meadows, the investment manager and president of Berkeley Investment Advisors, has managed his personal portfolio for the past 9 years. From 1999 to the end of 2007 his cumulative return was 398% compared to just 35% for the S&P 500 index. His lowest return over any 5 year period was 60%; the S&P 500 was down 11% over this same 5 years. See the Track Record page for further details and the returns for client portfolios.
Contact Us
Ready to discuss investing? Call Ray Meadows at 510-367-3280 or e-mail – RayMeadows@BerkeleyInvestment.com
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