“Gaining an edge in investing is the most difficult yet the most important ability to develop in order to achieve investment success” – Benjamin Graham

If you are an existing client, you already know about the ‘Berkeley Edge’. The current investment environment demands that we are innovative and flexible in our approach while retaining the basic investment tenets that have allowed us to help preserve and grow significantly our clients' wealth.

Our firm is dedicated to advising clients and complete transactions in a thoughtful and professional manner by bringing our collective experience and passion to bear in all of our decisions.

We are a truly independent company, able to work alongside your other advisors to provide you with completely impartial and tailored solutions to maximize the potential your wealth provides.