We provide comprehensive financial planning and investment management services that help you align your personal values and goals with your financial decisions. We are your guide and support system for a balanced financial life and lasting legacy.
Our team is invested in your long term success. Every client works with a dedicated set of advisors that is supported by a talented group of individuals in leadership and operations.
Since 2005 we’ve helped our clients protect and grow their assets and accomplish their goals. That’s because we’ve emphasized personal relationships, with a deep commitment to sustainability and socially responsible communities that sets us apart from other advisory firms.
Nonprofit organizations run on the tireless, and often selfless, work of staff, volunteers, and board members. The fluid and adaptive nature of nonprofits’ human resources makes for a dynamic atmosphere that, unfortunately, can also contribute to a lack of clarity and direction. As financial advisors to nonprofits, we believe there are two critical pieces of documentation that nonprofits need to provide structure to financial decision-making: A reserve policy and an investment policy statement.
On behalf of North Berkeley Investment Partners, Kate Campbell King and Brian Kozel were presented with an award in recognition to our firm’s ongoing commitment to our community and in particular, the work we are committed to in support of Berkeley High School.
North Berkeley is recognized for creating the most positive impact for their workers based on an independent, comprehensive assessment administered by the nonprofit B Lab. We're proud to be an honoree again this year.
Maps help us conceive of the world, reducing, magnifying, organizing elements into digestible patterns. From cell clusters to landscape topography to regions of our minds, mapping allows us to see how the world in and around us is connected and how and where we fit in its scheme.