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.
Niche income fund strategies targeting long term returns close to those of stocks but with less risk. Proven Expertise - learn how our credentials compare to others with the help of Market Watch (a Wall Street Journal affiliate) - here. We focus on finding undervalued securities which greatly reduces risks over the long term.
Niche income fund strategies targeting long term returns close to those of stocks but with less risk. Proven Expertise - learn how our credentials compare to others with the help of Market Watch (a Wall Street Journal affiliate) - here. We focus on finding undervalued securities which greatly reduces risks over the long term.
Services
Our mission is to help clients achieve their retirement goals by advising them on how to manage risks while employing appropriate financial techniques to maximize retirement income. Berkeley Investment Advisors, founded in 2002, 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.
Financial security comes from reducing the risks inherent in retirement finances. We help find the right products and strategies to reduce or eliminate risks of not achieving your financial goals.
Berkeley Investment Advisors invests in undervalued U.S. and foreign securities where we can leverage our fundamental valuation expertise, our knack for understanding the financial impact of economic trends, and our ability to synthesize and quantify other qualitative factors affecting long-term investment values.
Berkeley Investment Advisors invests in undervalued U.S. and foreign securities where we can leverage our fundamental valuation expertise, our knack for understanding the financial impact of economic trends, and our ability to synthesize and quantify other qualitative factors affecting long-term investment values.
We meet with you to understand your situation, your goals, and your tolerance for financial risk taking. Based on this understanding of your particular needs, we create a long term financial plan that ties together your spending and savings plans with an appropriate investment strategy so as to illuminate the path to your long term financial goals.
Buying, selling and investing in real estate involve big decisions and substantial financial commitments. Berkeley Investment Advisors provides the expertise needed to access the attractive returns available in U.S. real estate successfully, without the stress and hassle. The starting point is understanding your financial situation, your goals, and your tolerance for risk.
The founder of Berkeley Investment Advisors, Ray Meadows holds the following certifications:. There is an alphabet soup of credentials touted by advisors but only a few designations are more than marketing hype. An excellent Wall Street Journal article here exposes the scams.
The bottom line is that you want to see credentials that represent a significant investment in education as measured by hours of coursework and rigorous testing of knowledge.If you're talking to potential advisors and you want to separate the slick salemen from the investing experts, check their credentials against the Wall Street Journal article.
The bottom line is that you want to see credentials that represent a significant investment in education as measured by hours of coursework and rigorous testing of knowledge.If you're talking to potential advisors and you want to separate the slick salemen from the investing experts, check their credentials against the Wall Street Journal article.
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