North Berkeley Investment Partners is an independent investment advisory firm that provides investment management and financial planning services to families, individuals, trusts, and foundations.

North Berkeley Investment Partners helps you make your life goals a reality through smart financial planning and investing. Working with us will give you the sense that your financial affairs are supporting your life - not the other way around. We build investment portfolios that aim to minimize downside risk to our clients - which helps our clients feel confident, comfortable, and at ease in making decisions that support their goals.

A fee-based SEC Registered Investment Advisor, North Berkeley Investment Partners is free from the conflicts of interest endemic in many investment advisory operations run inside banks, insurance companies, and large Wall Street firms. North Berkeley Investment Partners offers securities through Protected Investors of America, an independent broker-dealer in San Francisco that is collectively owned by its representatives. Protected Investors has withstood ups and downs in the market since 1934.

We currently advise clients on a total of over $200 million of assets. We are dedicated to a high level of service, so our minimum investment relationship is $500,000.

Contact us to find out how you can better invest in living.