While finalizing your decision on Berkshire remember our portfolio managers are willing to discuss any detail of our strategies’ with clients and prospects directly. We are also available to discuss any other business idea’s you may want to present. If you would like to speak with us directly please call 570.825.2600.

Step 1:

Info Max form # 570733
Alternative Route
1. Select Products on your screen
2. Select Advisory (continue to select these links)
3. Separate Accounts
4. Private Advisor Network
5. Operations
6. Online Contracts
7. Program Agreement
8. Enter Contract Information

Step 2:

Berkshire Management Agreement
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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.