North Berkeley Investment Partners

Investment advisor

Berkeley, California

United States

www.northberkeleyinvestment.com

 

About North Berkeley Investment Partners

North Berkeley Investment Partners is an independent investment advisory firm whose mission is to help clients feel comfortable and confident in the decisions they make to reach their life goals. They offer comprehensive financial planning and investment management for a small group of clients who want comprehensive help with most financial aspects of their lives and a long relationship with someone who ‘gets’ the whole picture.

Founded in 2005, North Berkeley has been built without the conflicts of interest endemic in larger investment entities such as stock brokers or insurance companies.  North Berkeley has also been built with a high degree of attention to sustainability in investment management, business practice and community engagement.  They see themselves as a ‘locavore’ alternative for people to find comprehensive, excellent service in financial planning and investment management who don’t want to purchase services at a ‘big box’ brand name financial services firm. 

Investing is driven by a value orientation with a long-term outlook – unusual in this day and age.  North Berkeley thinks that less than 5% of the capital in the country is actually invested with a long-term, value orientation, and works with what they believe to be best-in-class partners for client portfolio management.  They are deeply engaged in issues relating to sustainability in investments, and offer socially-screened and environmental, social and governance (ESG) impact portfolio options for clients with investments with North Berkeley. 

North Berkeley’s business practices regarding their employees score highly on the B Corp metrics (see right), indicating a firm that has been built to human scale, not just for the bosses, but for the clients and the workers and the surrounding community.  The firm invests in being a community resource for referral and perspective on financial planning and investment management, and invests significantly in community service. 

We became a B Corp because since we were founded in 2005, we have essentially conducted ourselves like a B Corp:  a firm able to deliver excellence in a way that is financially and socially sustainable for our clients, our employees and our whole community.  More recently, we have become more acutely interested in providing a visible, sustainable alternative to big financial institutions that are full of conflicts of interest, guided by short-term investment horizons, and appear to have little overall stakeholder involvement.  Being a B Corp helps identify us as part of the solution needed in our industry:  a wave of local, socially sustainable financial services firms.

The Change We Seek

North Berkeley Investment Partners is committed to sustainability in their investment and business practices and in so doing seeks to be part of a change in the way services are delivered in our society. They seek to avoid conflicts of interest and wish to represent in their service delivery only the interests of their clients.  North Berkeley seeks to be a locally-sourced and locally-grown business focused on good employee treatment and community engagement, offering an alternative to big financial institutions controlled by anonymous shareholders at the expense of their customers and society. They seek to make accessible a style of portfolio management focused on long-term value creation and sustainability in economic and social practice. 

 

What makes us a better company?

B Impact Report

Certified since: 

July 2013
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

7
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

34
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

21
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

22
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

14
6
Overall B Score
98
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Miscellany: 

Other:

  • About North Berkely Investment Partners Advisors Go»
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