Berkeley, Inc.
Berkeley, Inc is a Registered Investment Adviser (RIA) regulated by the U.S. Securities and Exchange Commission and headquartered in Boise, Idaho. Founded in approximately 2011 or earlier, the firm provides fee-only fiduciary services including comprehensive financial planning, wealth management, and investment management to individuals, high net worth clients, pension and profit-sharing plans, and other business entities. The advisor has 6 employees, with half dedicated as investment professionals, offering personalized strategies, transparency, and control to its clients.
Investment Strategy
Berkeley, Inc offers investment and portfolio advice using a fiduciary, client-centric approach. Its strategy emphasizes personalized portfolio management and financial planning tailored to each client's needs and objectives. The majority of the firm's assets are managed for high net worth individuals, focusing on delivering transparency, prudent risk management, and long-term capital growth through diversified investment portfolios. The investment process involves thorough analysis, regular communication, and fee-only transparency, ensuring alignment of interests with clients.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DSTL | ETF SER SOLUTIONS | 7.97% | $22.2M | 401,045 | $54.06 | $55.35 | +$2.3M |
V V | VISA INC | 6.01% | $16.7M | 47,168 | $247.51 | $355.05 | +$136.7K |
I IHDG | WISDOMTREE TR | 5.95% | $16.6M | 368,075 | $43.48 | $45.05 | +$3.6M |
I IDHQ | INVESCO EXCH TRADED FD TR II | 5.41% | $15.1M | 457,029 | $31.06 | $32.98 | +$6.4M |
N NVR | NVR INC | 5.00% | $13.9M | 1,886 | $8007.34 | $7385.66 | +$157.8K |