The First Step

At Berkeley, Inc we consider a 'good fit' to be one of the most important elements of financial planning and investment management.  This means that the first step in any client relationship is to sit down and chat about your financial situation and get to know you. Then we can jointly decide where our services can best fit your needs.  

Financial Planning

The interactive process of financial planning begins with data gathering. We gather as much information as necessary to help us gain a solid understanding of your current situation and future goals. 

Together we will have an analysis review meeting to discuss this information. Additionally, we will solidify how we can serve you and allow you to live the life you desire.

Our team will then create a financial plan tailored to your specific situation, which we will then present to you to discuss how this plan can be implemented and address any questions that may arise.

Investment Management

An intensive analysis of current investments, risk tolerance, and your individual goals will allow us to provide you with an Asset Allocation analysis.  We will establish your accounts based on your needs and transfer your assets.

Once your accounts are established you will be kept informed through monthly statements from the custodian, quarterly reports from Berkeley, Inc, newsletters, and periodic informational and social gatherings.  

Berkeley, Inc. seeks to optimize the long-term performance of each portfolio through diverse, objective, intelligent, and diligent application of proven methodologies.  Each portfolio is personalized and unique to reflect your unique financial situation.