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 keep aspects:

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


Our Strategies

• Berkshire Dividend Growth Strategy
• Berkshire Core Equity Strategy
• Berkshire Fixed Income Strategy
• Berkshire Asset Allocation Approach


Our Firm

• Employee owned and operated
• Independent research and analysis
• Consultant for high net worth 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. 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 and 2B. 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.
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