BerkAdvisory is an independent investment firm that manages assets for a broad spectrum of individuals and their families. We provide comprehensive, institutional level investment and family office services that may have been previously unavailable to individual investors. Our pledge to be passionate about long-term performance defines our commitment to client satisfaction. We have eliminated the middlemen and our experienced analysts and portfolio managers have worked to create the latest innovation in growing wealth - the Value-Aligned Investing® system.
We manage separately managed accounts (SMA) and investment partnerships (Hedge Funds - for qualified individuals) by investing in the shares of Great Companies where management is most aligned with shareowners.
Our clients let us make the buy, sell, allocation and diversification decisions - so they don't have to - subject to their unique preferences and needs.
What to Buy. How Much to Buy. And When to Sell.
Investment success is best earned through the direct ownership of stocks of Great Companies
Rapidan provides personal investment management services to individuals, foundations, small businesses and family offices through separately managed accounts consisting of individual securities (mostly stocks, bonds and money market accounts).
Our sole purpose is to grow and preserve our clients' wealth through our disciplined active value investing approach called Value-Aligned Investing.
We blend quantitative, systematic research processes with fundamental analysis to create portfolios of the stocks of great companies. These stocks are held in separately managed accounts completely owned and controlled by our clients. We don't use expensive outside managers, mutual funds or passively managed indexes - we serve our clients with the same methods used by the wealthiest individuals and families.
Diversification. Transparency. Tax Control. Our Value-Aligned Folios give you the diversification benefits of mutual funds without unnecessary taxes and with complete daily transparency. Our Value-Aligned Portfolios are well diversified with position sizes adjusted by volatility and expected return, while stocks are always tested for changing correlations between stocks and sectors. We measure when market risk is high and allocate between stocks and cash accordingly.
Would you like to learn how to save thousands in income taxes? You own your stocks directly - no surprise taxable mutual distributions. Unlike mutual funds, Value-Aligned Folios allow us to completely control the timing of capital gains.
We will help you block out the short-term meaningless "noise" and focus on your goals and long-term plan.We will monitor your portfolio so you can turn off the TV and stop watching your portfolio every minute of the day. We'll do it for you.
With Value-Aligned Folios, you can find out with a few clicks exactly what you own and you will appreciate our hands-on approach. You can also chart returns with easy to understand tools. And this all costs less than most mutual funds and investment advisors.
