A complete list of active advisors currently associated with Berkshire Asset Management, LLC

Warmer can help you find a great advisor at Berkshire Asset Management, LLC or one who fits your needs even better.

Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a broad client base that includes individual and high-net-worth investors, foundations, endowments, trusts, estates, corporations, pension and profit-sharing plans, insurance companies, an ETF, and private pooled investment vehicles. The firm also serves as investment adviser and general partner to private funds and acts as sub-advisor to the iMGP Berkshire Dividend Growth Equity ETF. Investment management is implemented under client-specific investment policy statements and delivered through defined strategies—Core Equity, Dividend Income, a concentrated Focused Dividend model, and taxable and tax-exempt fixed income—along with tax-aware transition work such as the Tax Alpha transition program. Berkshire provides model portfolios and third-party subadvisory services via wrap and UMA programs, employing fundamental analysis and concentrated holdings in its higher-conviction strategies. Compared with many multi-team peers, the firm manages roughly $2.79 billion in regulatory assets while serving a high number of clients per advisor, and it operates as a private fund adviser that accepts performance-based fees (including a 20% incentive on Berkshire Partnership gains above a 10% hurdle). Its mix of business lines—portfolio management for investment companies and insurance clients, pooled vehicle management, ETF subadvisory work, and limited emphasis on standalone financial planning—creates an operational profile that differs from typical multi-team advisers.

To learn more about the advisors currently working at Berkshire Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.