Berkshire is a fee-based, SEC registered* advisory firm serving the portfolio management needs of personal high net worth and institutional clients. Over the past 20 years, we have successfully implemented highly focused equity, fixed income (taxable & tax-free) and balanced portfolios. 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.
* 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.© 2019 Berkshire Asset Management
Berkshire Asset Management, LLC
46 Public Square, Suite 700
Wilkes-Barre, PA 18701