Portfolio Management
Our private portfolio management services are designed to meet our clients' objectives while maintaining a sound and disciplined framework for long-term investment management. This may include tax efficient investing strategies and alternative investment options.

Our investing philosophy
The principles of asset allocation and diversification underlie our philosophy. A personal investment strategy and portfolio are built around you and your investment objectives.

Accountability and Commitment
Our portfolio managers strategically a pply resources in order to deliver the highest quality of service. Our active portfolio management teams encourage focus and accountability.

We Bring A Dynamic Equity Management Process
We believe that to protect and increase our clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies.

Our equity strategy is focused on a long-term investment horizon to more fully realize the benefits of sound fundamental research on companies with long-term growth potential at attractive valuations.

Private Equity
The Berkeley Financial Private Equity Program provides diversified access to the opportunities in private equity markets.Berkeley Financial Ltd. will invest in private equity, focused mainly in the leveraged buyout and venture capital segments of the market... but may also make small allocations to distressed debt, mezzanine debt, and secondary limited partnerships, among others.

Higher Return Potential
The main benefit investors will enjoy from investing in this asset class is the potential for higher returns. At the same time, risks of investing in the asset class are reduced through the strong diversification.

Efficiency and Expertise
Investors will find we create an administratively efficient investment. The combination of the investment management infrastructure of Berkeley Financial with an investment team focused 100% on the private equity markets provides investors with specialized expertise in the private equity asset class.