North Berkeley Investment Partners, LLC

Focus on Limiting Downside Risk We know that people experience much more pain when their investments show losses, than pleasure when their investments show gains. Our ongoing focus is on limiting downside risk, so that you are less exposed to the stresses of a down market. Our long-term focus is on achieving the investment goals you set - while providing you with market-competitive returns. Expertise and Commitment Our principals have significant financial planning and investment management experience. Our principals are also the long-term owners of the firm, so we are committed to successful and enduring relationships with our clients. Personalized Service Some of the most important parts of the experience you have with North Berkeley Investment Partners are the hardest to quantify: highly personal service and smart, solid execution, all delivered with an understanding that money is a means and not an end. We will be accessible, good listeners, and comprehensively address your needs, with your best interests in mind. Independence As a fee-based Investment Advisor registered with the SEC, we're free from the conflicts endemic with financial advisors housed inside banks, insurance companies, or large Wall Street firms that underwrite and produce their own investment products. We offer securities through Protected Investors of America, an independent broker-dealer based in San Francisco that is collectively owned by its representatives and has no proprietary products. Our economic interest is aligned with yours, as our fee is charged as a percentage of your assets under management. Valuable Ongoing Advice We provide you with valuable financial planning and investment management advice on an ongoing basis. We do this during your regular, scheduled financial planning and investment portfolio reviews, as well as year-round on your specific, time-sensitive needs, such as tax planning or consultation with other professional advisors. Security We offer securities through Protected Investors of America, which has weathered ups and downs in the financial markets since 1934. Your assets are custodied at National Financial Services (NFS), a Fidelity Investments Company, that has over $2.2 trillion of assets under administration.

Address: 900 Colusa Avenue, Suite 201, Berkeley, CA 94707, USA

Phone: +1 510 528 5820
FAX: +1 510 528 0711