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Personal
Client Relations
Berkshire's business is built on its delivery of exceptional client service. This promise is fulfilled by: keeping the average account per professional ratio low to afford the portfolio manager the opportunity to fully evaluate client needs.
> Investment Policy Statement
> Portfolio Review Meetings
> Quarterly Reports
> Trade Execution
Investment Policy Statement
 Flexible, dynamic road map to attain client objectives
Requires on-going communication
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Portfolio Review Meetings
Client determined
Periodic review of investment policy statement
Risk profile/asset allocation
Time horizon
Tax considerations
Liquidity requirements
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Quarterly Reports
Quarter-end portfolio appraisal
Equity allocation by sector
Period transactions
Quarter and year-to-date realized gains and losses
Quarter and year-to-date investment income and expenses
Quarter, year-to-date, last 12 months and inception performance
Appropriate benchmark/index comparison
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Trade Execution
Competitive bids/offers through various brokerage firms
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