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Can't See the Forest for the Trees?

We help our clients gain clarity by simplifying their finances and providing professional management for their investments.


Schedule a Free Consultation


DIY Financial Checkup

You have a vision.

We help plan and implement it.


168 hours a week. How much time do you want to spend on investment management, financial plans, tax strategies and estate planning? If you're like most people the answer is not much. However, you recognize that without proper planning you might not realize your dreams. That's where we come in.

Something prompted your visit to our website today. Perhaps you're changing jobs and want to discuss your options for your old 401(k). Maybe retirement is quickly approaching and you're unsure of what's the best path forward. Sometimes a death in the family, a marriage, or a new child motivates us to think about our future. Whatever the reason for the visit you recognize the value of and need for financial planning. 

Like you we are limited to 168 hours a week. Birch Investments believes in balancing work and life. We love what we do at work but also believe strongly in time with family and in recreation. Every client we say yes to means another client we have to say no to. Therefore we have developed the following criteria to determine whether we are an ideal fit for each other. 

Our Clients Typically:

  • Have a minimum of $250,000 in investable assets OR are willing to setup a diligent savings plan
  • Are motivated to plan for their future
  • Are engaged in the process, willing to delegate, and polite to work with
  • Are willing to pay a reasonable fee for comprehensive investment management and planning advice

Our door is always open to provide a second opinion or provide guidance on a do-it-yourself plan. If we can't provide the advice you need in a cost effective manner we will recommend alternative solutions or providers to meet your needs.


We are based in Brookings, South Dakota but have tools in place to meet virtually at your convenience.

I'm Ready. Let's Meet!


I Have Questions. Let's Talk First.

Birch Investment Management, L.L.C.

Brian Berkenhoff, CFA




Birch Investments


Independent

Our firm is entirely independent. It is 100% owned by Brian Berkenhoff. We are not tied to any particular family of funds or investment products. This enables us to invest in the securities that suit are client needs.

Fee Only

Our fees are simple and transparent. We collect no commissions or other activity related fees. Our fee is based on a percentage of the assets we manage. When you succeed, we succeed.

Fiduciary

Our firm is a fiduciary to our clients. As such, we are held to the highest standard of care - and are required to act in the best interest of our clients at all times.





Brian Berkenhoff, CFA


I was born and raised near Seattle, Washington. Most of my childhood was spent working and playing at the local golf course.

I attended Pacific Lutheran University where I graduated with degrees in Economics and Political Science in 1998. Following graduation, I managed a trust department for PlanMember Services in Seattle.

My Dad managed investments for his entire career. He worked for a large bank for decades before founding an independent firm. I saw his passion for helping people understand complex matters and wished to follow in his footsteps.

I was awarded the Chartered Financial Analyst designation in 2003. I went to work with my Dad and became majority owner of Harbour Investment Management in Everett, Washington.

My wife Nichole is from Brookings, South Dakota. Seeking shorter commutes, less crowded golf courses, and a fantastic place to raise a family we moved here in 2009.

My wife works as the Business Manager at SGS. Together we raise our three children - Sophia, Madelyn, and Emmett.

In 2011 I achieved my dream of founding my own company - Birch Investments. It has been a fulfilling journey helping others achieve their financial goals. I enjoy bringing my experience and education to my clients, neighbors, and friends.

Who We Serve

Working & Saving (Gen X/Y)


Common Questions


  • "What type of investment accounts should I use?"
  • "How do I protect my young family if something happens to me?"
  • "Should I pay down debt?"
  • "How do I save for college?"

Common Services

  • College Planning
  • Risk Management
  • Investment Management
  • Retirement Planning

Retirees & Pre-Retirees (Baby Boomers)


Common Questions


  • "Can we afford to retire?"
  • "When should I collect Social Security?"
  • "How can I transfer wealth to the next generation?"

Common Services


  • Retirement Planning
  • Investment Management
  • Tax Management
  • Legacy Planning

Money in Motion (Life Happens)


Common Questions


  • "How do I handle my inheritance prudently?"
  • "I've lost my spouse who handled all of our finances. What do I do?"
  • "I've recently divorced and need to reevaluate my finances. Can you help?"
  • "I've switched careers. How do I manage my old 401(k) and evaluate my new employer options?"

Common Services

  • Divorce
  • Inheritance
  • Loss of a spouse
  • Career change

Our Services

Investment Management


Most investors require their money to grow to meet their goals. With growth comes risk. We help our clients manage their growth needs with their risk tolerance. We do this by creating diversified portfolios in a low cost manner.

All portfolios are created and implemented in-house by Brian Berkenhoff, CFA. 

Client assets are held at TD Ameritrade.

Financial Planning


Financial planning focuses on the big picture. We take the time to ask the right questions and learn your story before creating recommendations. 

Once we get to know you we partner with you and determine how to handle retirement planning, tax minimization, estate plans and more.

We provide objective advice and accountability to our clients.

Fees


Birch Investment Management charges a fee based upon the market value of assets under our management. All of our investment management and financial planning services are incorporated into the fee listed below.

Value of AssetsAnnual Billing Percentage
First $1 Million of Assets ($0 - $1 Million)1.00%
Next $1 Million of Assets ($1 Million - $2 Million)0.50%
Assets Above $2 Million0.25%

Let's Talk

How Can We Help?


Birch Investment Management, L.L.C.

118 Main Ave. South | Brookings, SD 57006

605-651-1508

Brian@BirchInvestment.com