Insights that Matter

We regularly share our viewpoints on financial planning, investment management, and the broader economic and investment environment. We conduct workshops and participate in events in the areas of our expertise. If you’d like to keep up to date with our latest articles and news, please join our mailing list.

Featured Posts

Kate Campbell King and Brian Kozel

Kate Campbell King and Brian Kozel honored by BHSDG

Kate Campbell King and Brian Kozel were honored by the Berkeley High School Development Group at their annual partners luncheon ... Read More
Bike to Work 2019

Bike to Work Day 2019

Thursday, May 9 is Bike to Work Day. North Berkeley Investment Partners is hosting an Energizer Station in front of our offices on Solano Avenue at Colusa ... Read More
Nonprofit Financial Advisors

Give them Structure

A reserve policy and an investment policy statement provide structure and clarity for nonprofits in financial decision making. ... Read More
Networking Happy Hour at Fieldwork

Networking Happy Hour @ Fieldwork

Join us on March 20 at Fieldwork Brewing in Berkeley for a professional networking happy hour ... Read More