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Berkeley Investment Advisors help clients achieve their retirement goals by advising them on how to manage risks while employing appropriate financial techniques to maximize retirement income.

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United States

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Berkeley Investment Advisor Home | berkeleyinvestment.com Reviews
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Berkeley Investment Advisors help clients achieve their retirement goals by advising them on how to manage risks while employing appropriate financial techniques to maximize retirement income.
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2 investment advisors
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4 money management
5 real estate investments
6 investment property
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Berkeley Investment Advisor Home | berkeleyinvestment.com Reviews

https://berkeleyinvestment.com

Berkeley Investment Advisors help clients achieve their retirement goals by advising them on how to manage risks while employing appropriate financial techniques to maximize retirement income.

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1

Berkeley Investment Advisor Home

http://www.berkeleyinvestment.com/accounts.html

Berkeley Investment Advisors uses the Foliofn. All moneys and securities will be in the custody of Foliofn and they will provide monthly statements and tax accounting for transactions. Note that there is complete flexibility in determining share lots sold for tax purposes. The bottom line is an opportunity to access superior investment management services customized to meet your investment objectives without paying any more than you would for an actively managed mutual fund. Phone: 510-367-3280 or E-mail.

2

Berkeley Investment Advisor Investment Strategy

http://www.berkeleyinvestment.com/strategy.html

Under-appreciated Income and/or Growth. Market Overreaction Contrarian Investments. Fundamental valuation and qualitative risk assessment are important to finding these opportunities. Results Using These Strategies. The Product: Risk Tailored Portfolios. Based on each client's investing horizon, risk tolerance, and return goals we will recommend spreading their money across four tailored portfolios summarized in the following table. Short term bond and floating rate. Loan ETFs and Closed End Funds.

3

Berkeley Investment Advisor Risk Management

http://www.berkeleyinvestment.com/riskmanagement.html

How will your capital be protected. While pursuing market beating returns? Risk is managed through diversification, rebalancing, calm reassessment. In the face of new information, and disciplined adherence to strategy. Knowing which risks to accept and which risks to avoid will produce better returns along with a sounder night’s sleep. The keys for managing risk are knowledge and psychological discipline. Before discussing risk management, we must identify the main sources of investment risks. Means spre...

4

Berkeley Investment Advisor Financial Planning

http://www.berkeleyinvestment.com/financialplanning.html

Berkeley Investment Advisors provides comprehensive advice. To help our clients map out a plan for achieving their financial goals. We can help identify the key changes that must be made for the client to accumulate the right assets and insurance for retirement. We also help structure business and asset holdings in company and trust legal entities to minimize legal risks and tax impacts. We encourage you to use the online simulator at www.etrade.com/quickplan. Phone: 510-367-3280 or E-mail.

5

Berkeley Investment Advisor Horizon Risk

http://www.berkeleyinvestment.com/horizonrisk.html

The Relationship of Risk to Investment Time Horizon. This pricing mechanism is important because it means there are psychologically driven errors that help or hurt you depending upon when you choose to buy and sell. Over the long run, market participants eliminate pricing errors as more information becomes available. Therefore patience can save you from a loss. Phone: 510-367-3280 or E-mail.

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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. Financial security through planning and intelligent investment. Why Berkeley Investment Advisors? Ray Meadows on CBS. Ray Meadows was asked to pr...

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