Berkshire’s flagship equity strategy
Large-Cap dividend growth approach
Focus on growing investor income over-time
Diversified portfolio of 30 – 40 companies
Berkshire offers a fluid and "Forward Looking" approach. One that seeks tomorrow’s dividend growers -- not just simply screening for past growth.LEARN MORE
Founded in 1986*, Berkshire seeks to distinguish itself from the competition through our exacting investment philosophy and process. We also offer high quality client service with personalized planning and investment advice.
Direct access to Berkshire portfolio managers
Tax-Alpha Transitioning Program and customization available
Practice management insights and guidance
An “Un-Wholesaling” approach that seeks to redefine the advisor / manager relationship
We’ve observed leading financial advisors express their constant pursuit for greater efficiency, scalability and differentiation in practice. At Berkshire we strive to become experts in these matters and offer a truly consultative relationship.
Our weekly commentary, "Casual Friday", is designed to quickly enhance your understanding of our team's thinking and provide timely updates. Our goal is to constantly seek to help enhance the conversations you have with clients.LEARN MORE
Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. *Berkshire Asset Management, Inc. was formed in 1986 as a SEC registered investment adviser. In 1999 the company was sold to Legg Mason. In 2007, senior leadership repurchased the firm, forming BAM. In December 2022, iM Global Partner, a leading global asset management network, made a strategic, non-controlling investment in Berkshire. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A, 2B, and 3. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.