Clients and Advisors Need More than the “Old” Model…

Advisors have likely seen their fair share of glossy fact sheets and donuts over the years… Our call? — Secular decline for traditional wholesaling. Instead, successful advisors realize they need to differentiate through fewer, more substantive investment partnerships. Berkshire’s Un-Wholesaling alternative approach provides key service aspects that may truly help advisors grow their business.

Berkshire Difference

Direct access to Berkshire Portfolio Managers
Weekly communication designed to enhance conversations with your clients (“Casual Friday”)
Customized and Tax Alpha Transition Programs
Boutique, unbiased investment culture
High conviction portfolio with enduring dividend growth
Differentiated “Forward Looking” investment process

Berkshire created this page specifically for financial advisors to add valuable practice management insights. If you wish to receive more substantive practice management and marketing ideas, please contact us. In addition to being an equity manager, we seek to be a trusted and insightful partner to your practice.

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Predictably Irrational
Can One Chart Say It All?
We Don’t Just Sell a Dividend Product
Redefining Centers of Influence
The New Advisor Formula: Strategies for Capturing Money in Motion
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Incumbent Tech User, Beware…
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Berkshire 10 Ideal Advisor Engagements

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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.