Berkeley Capital Management, LLC

Berkeley Capital Management offers customized investment management and portfolio oversight for individuals, families, trusts, and businesses. Berkeley manages portfolios by researching individual companies and selecting stocks, bonds, mutual funds, exchange-traded funds, and other securities tailored to each client's specific goals and risk tolerance. In addition to ongoing portfolio management, Berkeley provides standalone financial planning services covering retirement, cash flow management, and tax reduction strategies. Berkeley also assists retirement plan sponsors with ongoing investment monitoring and education. The firm operates with the authority to make trades on behalf of clients without asking first, ensuring proactive portfolio maintenance based on a long-term investment outlook.