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Resources:
Please contact Katie Bassett to receive presentations
Available Presentations and Seminars
- Berkeley Capital Management Income Equity Management
- Berkeley Capital Management Growth Equity Management
- Continuing Education Seminars - for CPAs, Attorneys,
and Trust Officers
- Understanding ERISA and Employee Benefit Plans
- Uniform Prudent Investors Act: What has changed and what it means for decision-makers
- Uniform Principal and Income Act
- Responsibility & Investment Policy Statement
- State of the Economy (updated quarterly)
- Growth vs. Value
- Marketing Techniques and Sales Ideas for Managed Money
- Indexing: Active vs. Passive Management
- Tax Efficiency
- Marketing to Endowments and Foundations
- UMIFA - Uniform Management of Institutional Funds Act
- Uniform Principal & Income Act
Coming soon:
- Personal Trusts
- Consultant's Role - Defined Contribution Plans
Additional resources:
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About Us | Products | Personnel | Resources | Contact
Copyright 2001 Berkeley Capital Management.® All rights reserved.
Berkeley Capital Management is registered with the SEC under
the Investment Advisors Act of 1940. All information provided herein
is general in nature. Nothing on this page constitutes an offer to
sell securities, provide investment services of any description, nor
constitutes investment or legal advice.
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