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Welcome to Berkshire Advisors
Asset Allocation Portfolio Models

Berkshire Conservative Portfolio
Berkshire Moderate Conservative Portfolio
Berkshire Moderate Portfolio
Berkshire Moderate Aggressive Portfolio
Berkshire Aggressive Portfolio

These investments are deemed to be high risk and may not be suitable or open to all investors, and alternative investments are deemed speculative.

Subject to change without notice.  Portfolios are actively managed, and allocations can change based on current market conditions, client risk tolerances, and aplicable investment restrictions.

More Information About Berkshire Advisors Portfolios
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      Berkshire Conservative Allocation Portfolio

      This portfolio construction is best designed for an investor with Low Risk Tolerance, who needs liquidity.

      Pro-Forma Allocation

      Objectives

      Investment Objective: The portfolio seeks to provide income with some growth potential.

      21% Equity | 60% Bonds | 19% Cash | 0% Alternative Investments