Our Services

The investment landscape can often seem complex. We’ve found over the years having success may come down to focusing on a few key aspects:

Create a well thought out and clear plan
Align long-term investment strategies
Avoid costly mistakes along the way


Berkshire Dividend Growth Strategy

Berkshire’s flagship equity strategy

Large-Cap dividend growth approach

Focus on growing investor income over-time

Diversified portfolio of 30 – 40 companies

What’s Different?

Berkshire offers a fluid and "Forward Looking" approach. One that seeks tomorrow’s dividend growers -- not just simply screening for past growth.


Our Firm

Employee owned and operated
Independent research and analysis
Consultant for individuals, institutions and retirement plans
Comprehensive and disciplined investment strategies
Methodical management of firm growth


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.