A complete list of active advisors currently associated with Berkeley Investment Advisors

Warmer can help you find a great advisor at Berkeley Investment Advisors or one who fits your needs even better.

Berkeley Investment Advisors provides continuous investment supervisory services and broader wealth‑management advice, including guidance on real estate investing and specialized strategies. The firm serves individual, institutional and corporate clients with a stated focus on high‑net‑worth individuals, reporting about $25.3 million in assets under management across 28 client accounts and a current new‑account minimum of $200,000. The firm’s investment approach is value‑oriented and risk‑focused, combining fundamental analysis, quantitative factor screens and diversification across tailored portfolios (short‑term income, long‑term income, tax‑exempt, low‑volatility ETF income, real‑estate inflation protection, defensive and international equity, and a rules‑based allocation timing system). Implementation relies on ETFs, closed‑end funds, REITs and other income vehicles, and the firm may use hedging strategies and derivatives (including inverse ETFs) and, for accounts outside its wrap arrangement, margin, options and OTC securities; clients can access a performance reporting tool to calculate and compare returns. Noteworthy operational features that distinguish the firm from many peers include its status as a licensed California real estate broker (and the related practice of representing clients in real estate transactions for commission), sponsorship of a wrap fee program that affects trade execution and fee allocation, and the firm’s disclosure and presentation of past performance with client reporting tools. These elements—real‑estate brokerage activity, use of leverage and derivatives in separately managed accounts, and active wrap‑program sponsorship—are uncommon among independent advisers of similar scale.

To learn more about the advisors currently working at Berkeley Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.