Berkshire Asset Management, LLC

Berkshire Asset Management, LLC

Investment-Management

Wilkes-Barre, PA
United States
Company Tagline

“Welcome to a more personalized, common sense approach to investment management.”

Industry Category
Investment-Management
Company Description

Berkshire Asset Management, LLC, is a leading investment management firm dedicated to providing exceptional client service and delivering strong investment results. Founded in 1986, Berkshire Asset Management has established a reputation for a personalized, common-sense approach to investment management. The firm is committed to helping clients achieve their financial goals through tailored strategies and diligent portfolio oversight.

Located at 46 Public Square, Suite 700, Wilkes-Barre, PA 18701, US, Berkshire Asset Management offers a comprehensive suite of services, including wealth management, dividend investing, asset allocation, and customized portfolio management. Berkshire Asset Management also provides institutional investing and fixed income investing, ensuring a diverse range of investment solutions to meet various client needs. The firm's dedication to customized portfolio management sets it apart, ensuring each client receives a strategy tailored to their unique financial situation.

Berkshire Asset Management, LLC, prides itself on building long-term relationships with clients based on trust and transparency. Through portfolio consulting and a commitment to delivering attractive investment results, Berkshire Asset Management continues to be a trusted partner for individuals and institutions alike. We invite the management team at Berkshire Asset Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Key Personnel / Employees
Erin Tanner Jason Reilly CFP® Connor Smith Kaitlin Hall

Compare Companies Side by Side

Compare Berkshire Asset Management, LLC with 3 companies in Investment-Management

4 Companies
Comparison Field
Berkshire Asset Management, LLC
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Main Company
Mawer Investment Management
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Constância Investimentos
Constância Investime...
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Founded Year
2017 1974 2009
Company Size
51-200 201-500 11-50
City
Wilkes-Barre, PA Singapore, Singapore Calgary, Alberta São Paulo, SP
Country
United States Singapore Canada Brazil
Skills & Keywords Comparing with main company
14 Total Skills
Investment Management Wealth Management Asset Allocation Portfolio Management Dividend Investing Fixed Income Investing Institutional Investing wealth management dividend investing asset allocation customized portfolio management institutional investing portfolio consulting fixed income investing
19 Total 19 Unique
Unique Skills:
asset management bonds cpf equities finance financial advisor +13
17 Total 17 Unique
Unique Skills:
active investing balanced strategies Canadian equities Canadian fixed income Canadian Money Market emerging markets equities +11
10 Total 10 Unique
Unique Skills:
asset management Brazil Emerging Markets Equities financial analysis investment management +4
4
Total Companies
1974
Oldest Founded
4
Countries
56
Unique Skills

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Alternative Company Names

This company is also known as

Berkshire Asset Management LLC 伯克希尔资产管理有限责任公司 बर्कशायर एसेट मैनेजमेंट एलएलसी شركة بيركشاير لإدارة الأصول ذ.م.م Беркшир Эссет Менеджмент ООО