Welcome to Berkshire Advisors Inc.
Berkshire Advisors Inc. is a Registered Investment Advisor whose team of professionals posses experience exceeding an aggregate of over 100 years in the areas of wealth management, 401(k) plan design & management, retirement planning and finance. We provide services exclusively to corporate clients, individuals, institutional investors, family office clients, and non-profit organizations by selecting and managing traditional as well as alternative investment solutions
Our management discipline and support, including research, from companies like Charles Schwab, TD Ameritrade, Fidelity, Credit Suisse, Standard & Poors, Argus, Ned Davis, and Reuters to name a few, provide us with the tools needed to create an investment strategy that is appropriate for your money management needs. Our fundamental portfolio construction may include active and passive management strategies .
Berkshire Advisors Inc. is located in Wyomissing, Pennsylvania.
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Berkshire Advisors, Inc. only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.