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About
Berkshire
Philosophy
 Determine risk profile & return goals
Establish asset allocation guidelines
Construct portfolio of appropriate securities
Monitor results & compliance with investment guidelines
Review changes in client's needs
Berkshire approaches investment management as a process. With every Berkshire relationship an investor's objectives, constraints, and preferences are identified, specified and used to develop an explicit, written investment policy statement. This statement is an understanding between our clients and Berkshire indicating what the portfolio's asset allocation should be given specific objectives and constraints. We define an individual's objectives in terms of return requirements and risk tolerance. The portfolio is defined by the person's time horizon, liquidity needs, legal considerations and any other unique needs or preferences.
After completing the analysis of the individual's circumstances and writing an investment policy statement, Berkshire will implement the investment policy over time. This management process is dynamic. Therefore, as the individual's circumstances and the market change, the portfolio should adapt to new conditions.
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