Berkshire Asset Management
“… always in season”
Founded in 1986
Employee Owned and Operated
SEC – Registered Investment Advisor
Roughly $2.5 Billion under supervision* as of 9/30/2019
Dividend Growth and Core Equity Manager available through third party advisory platforms
Independent Research and Analysis
Contact: Gerry Mihalick, CFA – email@example.com or 1-800-897-3057
Berkshire Asset Management, LLC was founded in 1986 and has since grown to roughly $2.5 Billion under supervision* as of 9/30/2019. We have accomplished this by providing an exceptional level of client service and delivering a long-term investment performance track record. We are confident our disciplined approach to expansion is a logical and rewarding way to conduct business.
Berkshire is an SEC registered investment advisor and is employee owned and operated. Located in Wilkes-Barre, Pennsylvania, we employ seven professionals and two administrative assistants. Our clients include retirement plans, high net worth individuals, institutions and charitable organizations.
Berkshire distinguishes itself from the competition through our exacting investment philosophy and process. We also offer high quality client service with conflict free advice since we are independently owned and operated.