Fixed Income Management

Berkshire believes the role of fixed income in a client’s portfolio is to provide safety of principal, periodic cash flow, liquidity and most importantly, control portfolio risk. Berkshire manages taxable and tax-free bond portfolios.

Berkshire Asset Management Fixed Income Characteristics:

  • Provide consistent, steady cash returns with focus on preservation of capital
  • Manage a high quality and liquid bond portfolio
  • Be opportunistic regarding the term structure and level of interest rates
  • Keep embedded transaction costs low