More Information About Multi Family Office
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      Institutional and Non-Profit Investors

      Now more than ever institutional investors including foundations and pension funds are seeking a fiduciary with the skills and experience required to vet asset managers, asset classes including traditional and alternative investments.

      Berkshire is capable of vetting:

      • Hedge Funds
      • Private Equity Funds
      • Mezzanine Funds
      • Venture Funds

       

      Total Return - Large Cap Value Separate Accounts:
      Our quantitative Large Cap Value Total Return Strategy invests in Blue Chip companies we believe are undervalued and posses attractive valuations for appreciation and stable dividends.

      Click here to review: Our Quantitative Philosophy and Process

      Customized Asset Allocation Portfolios:
      These portfolios are designed for clients seeking a customized asset allocation strategy to fit
      the proper income/growth and risk reward strategy.

      Click here to review: A Few Asset Allocation Strategies