Berkshire is a fee-based, SEC registered* advisory firm serving the portfolio management needs of personal high net worth and institutional clients. Our guiding principle is a belief that success is achieved by combining rigorous, well-crafted investment processes with an exceptional level of client service and attention to detail. 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 Berkshire Asset Management, LLC, the company built to serve you today.
* SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Berkshire Asset Management, LLC is a Registered Investment Advisor under the Investment Advisors Act of 1940. This website is for Advisor use only. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Berkshire Asset Management manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made in this presentation shall construe investment advice. All statements made in the presentation are opinions of Berkshire Asset Management and subject to change. Any Data used is property of the company and full data can be found on their website. Berkshire assumes no responsibility towards the accuracy of the data included.© 2021 Berkshire Asset Management
Berkshire Asset Management, LLC
46 Public Square, Suite 700
Wilkes-Barre, PA 18701