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



Investment Policy Statement 

Align investments strategies with your long-term objectives. This document serves as an agreement between and the client.  Your investment policy statement will be reviewed regularly to ensure allocations are appropriate.

Consistently review, modify and track progress towards your plan

Plans change, markets change.


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.
Terms and Conditions