Armed with the knowledge they have gained over 40 years in the financial services business

About Berkeley Wealth Professionals, LLC

We are a team of professionals with extensive, practical experience in the wealth advisory profession and we have in-depth experience advising clients that includes but is not limited to the private equity and the public capital markets as well as real estate and insurance. Our partnerships, relationships and alliances with other colleagues and industry experts allows our clients to experience a competitive edge that clients of other wealth advisory firms as well as banks and brokerage firms would have little chance of matching.

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This is now the new home of Berkeley Wealth Professionals.

WHY WE ARE DIFFERENT……

At Berkeley Wealth Professionals, we have aligned ourselves with who we feel are some of the best at what they do including investment expertise from companies like Dimensional Fund Advisors to manage our client’s core wealth. Here is a small sample of why:

Dimensional Management Active Management Passive/Index Management
Assumes markets work. Assumes markets don`t work. Assumes markets work with no liquidity cost.
Captures specific dimensions of risk identified by financial science. Attempts to beat the market through security selection and market timing. Allows commercial benchmarks to dictate strategy.
Minimizes transaction costs and enhances returns through portfolio design and trading. Generates higher turnover, transaction costs, and taxes due to speculative trading. Accepts high transaction costs and turnover in favor of tracking.

To learn more about why we feel a company like DFA is good enough to trust our client’s money to please go to www.dfaus.com

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