Independent Investment Advisor (Home)

WALL STREET. It’s the quintessential picture of American financial success — and the default for many investors choosing an independent investment advisor.

Yet, I’ve made it my mission to educate the public that Wall Street works ONLY for Wall Street.

Why? I have an MBA from Columbia University. I managed a hedge fund for years. I can’t stand to see one more hard-working American fall victim to this predatory system.

Read More

Berk’s Two Cents

Rapidan Capital, LLC, is Now ValueAligned® Partners

What’s in a name? A lot, it turns out. For years, I have been managing…

Back in the Market, Again – Exposure to Stocks Increased

My friends, on Monday, March 28, we went back … to the stock market. We…

Navigating Volatility in the Stock Market: Only Fools Invest Without Rules!

My friends, fear will blind you. I’m practically hoarse after repeating and repeating (and repeating)…

ABOUT ValueAligned® Partners

ValueAligned® Partners is a national investment company founded by New Jersey independent investment advisor David “Berk” Berkowitz. Unlike most money managers in Monmouth County, NJ, we create custom investing plans tailored to the needs of families so they can feel confident in their financial security. Read more about ValueAligned® Partners.