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.
FOMO is the new version of greed, and it has developed amazing velocity in our hyper-connected world of hyper-productivity. No matter your generation, we all have a hard time turning away from notifications on our phone. New information feels shiny and exciting, and we feel we have to act on it. Our latest market commentary explores how FOMO and instinctive thinking are affecting our financial markets and how 'remembering to think slow' leads to more deliberate decision making.
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.
Mary Shisler, Marie-Luise Klutz, and Marguerite Elliot capture the character of the natural world through photography and sculpture. From a copse of winter trees, to the prehistoric leaves of the gingko tree, their intimate portraits of nature show us an complex and interconnected world.