The hallmark of Berkshires investment philosophy is to seek the lowest risk approach to providing consistent positive returns under normal market conditions. In an attempt to achieve these results based on a clients risk tolerance, we construct portfolios which often combine uncorrelated and correlated traditional market products. We do not limit asset allocation only to stocks, bonds and ETF’s.

By reviewing economic trends, we conduct an extensive analysis to determine which asset classes can potentially provide the best risk- return trade off. We are able to eliminate unnecessary exposure to asset classes that are expected to under perform and, therefore, capture relative returns.

Berkshire is able to match each client’s investment objectives and liquidity needs with the relative returns of favorable asset classes.

Services For Family Office Clients

1. Personal Investments Financial Planning
   Asset Allocations
   Investment Manager Vetting
   Financial Planning
   Merchant Banking
   Investment Banking
   Consumer Credit/Mortgages
   Commercial Credit
   Private Banking
   Insurances (Ind., Estate, Corporate)
2. Business Owners
   401(k) Administration
   Business Succession Plan
   Mergers & Acquisitions
   Liquidity Providers
   Procuring Credit
   Equipment Leasing
3. Personal Succession & Estate Planning
   Estate Planning
   Living Will's - Basic Will
   Trust account Set-Up
   Insurance Trusts
4. Personal Administrative
   DATA Aggregation
   Bill Paying
   Coordinate - Prepare Tax Returns
   Personal Book Keeping