More Information About Berkshire Advisors Portfolios
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      Berkshire Moderate Conservative 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 growth of capital and current income.

      Investment Target: 42% Equity | 46% Bonds | 12% Cash | 0% Alternative Investments