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Personal
Services
Our relationship with you begins with an initial consultation to assess your individual financial situation. We consider your current assets and long-term objectives (risk and return) as well as constraints (time horizon, income needs, taxes, and other unique circumstances).
Using quantitative and qualitative tools, we create an Investment Policy Statement. This dynamic document establishes the proper asset allocation between stocks, bonds and cash. Implementation and individual security selection is done on at Berkshire's discretion, according to our stock and bond selection processes. Revisions are made to the policy based on long-term changes in your investment life cycle and individual situation.
We invite you to explore how Berkshire manages each discipline:
> Equity
> Fixed Income
In conjunction with various Legg Mason, Inc. subsidiaries, we can assist you with the following:
 Risk Management and Hedging
Specialized Investment Managers
Estate Planning
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