• SIMPLE way to own stocks directly BerkAdvisory makes owning portfolios of Great Companies easy. What to Buy, How Much to Buy, and When to Sell, Advisory, Management and Strategy. Berk will do it all for you.
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• TRANSPARENT separately managed accounts You own all your stocks directly even if you do not have millions to invest.  SMAs are usually only offered to the very wealthy.  BerkAdvisory gives you the transparency and piece of mind of direct ownership in your own SMA
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• ALIGNED with your interests Berk only earns fees by serving its clients.  We receive no commissions, sales fees or any other fees from brokers or mutual funds.  Berk is legally bound to put your interests ahead of our own, unlike brokers.  We only earn
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• ValueAligned Investing is value investing using EVA Berk blends an unbiased, systematic research process with fundamental valuation analysis.  We buy shares of companies that use the EVA framework for corporate decision-making.  EVA planning often catalyzes value creating actions, including Spin-offs, Acquisitions, Share Buybacks, Asset Sales, Restructuring, Recapitalization,
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ValueAligned® Investing from BerkAdvisory
Simple. Transparent. Aligned.