We’re here to help you develop
strategies aligned with your goals.
Our Approach to Asset Allocation and Investment Management
Our approach to asset allocation and investment planning focuses on developing strategies that seek to help you:
Meet income needs over time
Manage risk in line with your goals and time horizon
Generate growth to outpace inflation
At Berkshire Investment Group, we understand that the challenges you face and the goals you’ve established for yourself and your family are as unique as you are—and we’re here to help you develop strategies aligned with your goals, not someone like you.
An emphasis on due diligence
LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a wide array of top industry talent in constructing your portfolio. The LPL Research Team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry portfolio account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.
As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure that your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs, which may include:
Cash and money market funds
Municipal, treasury and corporate bonds
Domestic and international stocks
Exchange-traded funds (ETFs)
Fixed and variable annuities
Strategic Asset Management (SAM)
Model Wealth Portfolios (MWP)
*Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.
No strategy ensures a profit or protects against loss. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.