More Information About Berkshire Advisors Portfolios
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      Berkshire Moderate Portfolio

      This portfolio construction is best designed for an investor with Moderate Risk Tolerance who need some liquidity and will consider Alternative Investments.

      Pro-Forma Allocation

      Objectives

      Investment Objective: The Portfolio seeks to provide growth of capital and a low to moderate level of current income.

      Investment Target: 55% Equity | 35% Bonds | 5% Cash

      5% Alternative Investment Class Consideration is not Reflected