Berkeley Capital Partners

Bonds|Equities|Financial Planning

Through custom bond portfolios, proprietary ETF models and retirement planning services, Berkeley Capital Partners currently manages over $500 million in retirement funds for our clients. Together we’ll articulate a vision for your financial future and deliver a plan that instills peace and confidence in your ability to achieve it

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*As of 6/30/2024

Equities

A defensively driven, all ETF equity model designed to minimize downside without sacrificing participation on the upside.

  • Cash

    Determines total market exposure and is a function of collective firm outlook.

    Allocation : 0% - 25%

  • Relative Strength

    Leverages upside market momentum utilizing total US market plus the top three performing sectors over the last 12 months.

    Allocation : 0% - 65%

  • Thematic

    Designed to capture opportunistic market moves within specific sectors.

    Allocation : 0% - 15%

Allocations subject to change based on individual needs and/or market conditions.

Example Equity Model Allocation

  • Cash

  • Relative Strength

  • Tactical

  • Thematic

Allocations subject to change based on individual needs and/or market conditions.

Bonds

Given our independent status, Berkeley Capital Partners can build custom bond portfolios for clients using a broader range of the fixed income securities than many institutional firms, often at higher yields and at lower costs.

A typical bond portfolio could include these fixed income securities.

Private Placements

Privately sold fixed income security that can be purchased by accredited investors with typically higher yields and unique payment structures.

Unrated Municipal Bonds

Tax-free bonds of smaller issuers such as charter schools, senior living and project financed bonds are a specialty of one of Berkeley’s trading partners. These bonds typically have no credit rating and offer yields significantly above market levels

Baby Bonds

A fixed income security that is issued in small-dollar denominations (normally
$25) and traded on a stock exchange. These bonds can be senior unsecured debt, perpetual securities or Closed-End Fund Leverage which offers significant collateral backing

Traditional Fixed Income Securities

Publicly -traded bonds such as municipal bonds, investment grade or high-yield corporate bonds, US Government & Agency bonds and Non-Dollar Dominated Fixed Income Securities.