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Institutional
Services
Berkshire recognizes the complexity of institutional relationships. ERISA plans, endowments, foundations, insurance companies and institutional consultants each have distinct requirements. Berkshire works closely with each institution's trusted advisors to establish the proper asset allocation and craft a detailed Investment Policy Statement. This dynamic instrument outlines the organization's investment return goals, risk tolerance, time horizon, liquidity needs, tax status.
Our investment process is rooted in maximizing value and promoting organizational vision. From a service standpoint, clients benefit from comprehensive portfolio reporting and periodic review meetings between Berkshire and the appropriate fiduciary/committee members. Berkshire:
 Reviews/revises appropriateness of existing Investment Policy Statement
Monitors/revises asset allocation
Verifies compliance with organizational policy and guidelines
Evaluates precise portfolio measurement vs. appropriate benchmark for any time period
Offers candid explanations, from senior portfolio managers, regarding factors affecting investment performance
We invite you to explore how Berkshire manages each discipline:
> Equity
> Fixed Income
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