Berkshire believes in practicing investment and planning principles that are “always in season”. Combining decades of experience, an open architecture investment platform and sophisticated planning software, Berkshire guides clients through identifying, monitoring and implementing their lifetime financial objectives.


Create and Document a Well Thought Out and Clear Plan

Family balance sheet construction
Budget preparation and cash flow analysis
Guidance on tax, estate, retirement, and insurance planning
Help with personal finance issues
Assistance with educating the next generation

Implement an Investment Policy Statement

Once a clear financial plan is developed, aligning investment strategies with your long-term objectives will be key to successful outcomes. The Investment Policy Statement serves as an agreement between Berkshire and the client and will be reviewed regularly to ensure allocations are appropriate.

Practice Key Investment Principles

Investors are constantly bombarded with sensationalized news coverage, creating urges to “do something”. These investor impulses have the potential overshadow the long-term financial plan. Berkshire’s mission is consistently help investors adopt key investment principles that have been proven to add value over the course of time:
Keep costs low
Grow passive income
Controlled spending
Avoid costly mistakes

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.