Berkshire Asset Management, LLC
Employee-owned SEC-registered investment advisor specializing in U.S. equity management, with a focus on delivering high-quality client service and attractive investment results.
1986
Employee-owned
Moderate, focusing on dividend growth and undervalued opportunities while maintaining a long-term perspective.
Wilkes-Barre, Pa, United States
About
Mission
We adhere to timeless investment principles, prioritize investment results over aggressive marketing, and focus on building diversified portfolios of high-quality businesses that consistently increase dividends.
Values
Excellence, client satisfaction, multi-generational portfolio building, and fostering long-term relationships.
Participant Demographics
High-net-worth individuals and institutions, including advisors and 401(k)/403(b) participants.
Track Record
Team Experience
Current investment team has been working together since the mid-1990s.
Notable Achievements
Development of the Dividend Growth Strategy (2009), strategic investment by iM Global Partner (2022).
Project Track Record
Dividend Growth Strategy and its local/national recognition.
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Wilkes-Barre, Pa, United States
Legal & Compliance
SEC
No notable compliance issues mentioned.
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