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.