Taxable Bonds

Bio

Our current business fundamentals are the strongest in our history

• Ownership: 100% employee owned
• Extremely low professional turnover
• Controlled, measured growth
• Low overhead cost structure enhancing the long-term stability

Our investment principles remain consistent and focused

• Deliver quality investment results
• Narrow focus on large cap dividend investing
• Enduring dividend growth to meet client goals
• “Forward looking” process vs. backward looking screening

Our service model provides distinguished support

• Maintain premier boutique status to quality advisors
• Direct communication with portfolio managers
• Customized portfolio management

Berkshire Asset Management, LLC (“Berkshire”) is located in Wilkes-Barre, PA. Berkshire Asset Management, Inc., (“Berkshire, Inc.”) was formed in 1986 as a registered investment advisor focused on US equity management for high-net-worth individuals and institutions. Many firms allocate considerable resources to marketing and raising as many assets as possible. In contrast, Berkshire believes focusing on investment results, offering a limited number of strategies and communicating clearly with clients is the most rewarding way to grow our business. It is extremely important to us that our investors have a clear understanding of the key tenants of our philosophy and an appreciation of our firm’s culture.

Throughout the 1990’s, the firm grew in assets and reputation. By implementing a well-crafted investment philosophy, and providing quality service, the firm attracted attention as a boutique investment firm. In 1999, Berkshire, Inc. was sold to Legg Mason. Seeking to once again have full control and autonomy over its strategic direction, senior leadership repurchased the firm in 2007, forming Berkshire. Berkshire is once again 100% employee owned and operated. The current investment team has worked cohesively since the mid-1990s, and the firm has experienced extremely low professional turnover throughout its entire history.

In 2009, Berkshire wished to capitalize on what it perceived as a multi-decade opportunity created by the financial crisis, particularly in high quality dividend paying stocks. Berkshire leveraged its existing reservoir of company research and large cap expertise and launched the Berkshire Dividend Growth Strategy. The strategy currently enjoys local and national reach through a select number of third-party distribution channels.