 |
 |
Place cursor over green text for more details. |
|
|
|
|
|
|
Personal
Overview
Berkshire has a long history of understanding the unique needs of high net worth families. We understand that high net worth families have dramatically different investment needs than the typical investor. The relationship requires a more sophisticated approach to investment management, investment policy, and performance measurement as well as risk management. It requires a special orientation towards the goal of maximizing net worth.
This orientation guides our philosophy in managing investment portfolios. For the past 23 years, we have served high net worth individuals and their families with these distinct needs.
If you or your family's financial situation requires this exceptional and comprehensive approach to wealth management, we invite you to discuss it with us today.
|
|
|
> Services
includes asset allocation, risk management, estate planning, and trust
|
|
> Products
includes equity, fixed income, and balanced portfolios
|
|
> Client Relations
includes quarterly reports, client meetings, investment policy statements, and AIMR compliance
|
|
|
|
|
|
|
|
