Summary of Qualifications
- Broad experience in creating and implementing Investment Policy Statements.
- A twenty-nine year track record delivering attractive absolute and risk adjusted returns.
- Equity philosophy is ideally suited to grow assets for investors with long time horizons.
- Fixed income philosophy provides cash flow with stability of principal.
- Information reported in a clear and concise delivery system to clients.
- Senior portfolio manager directly available for client meetings and asset allocation assistance.
- Competitive active management fee structure.
Berkshire Firm History 3.31.17