|
|
|
| |
| Additional information |
| |
| Berkshire Advisors, Inc. |
| |
| |
Overview:
Berkshire Advisors Inc. is an SEC Registered Advisor whose team of professionals possess experience exceeding an aggregate 100 years of wealth management and finance. We provide services exclusively to individuals, institutional investors, family office clients, and foundations by selecting and managing traditional and alternative investments solutions.
Our institutional approach and analysis helps us determine an investment strategy that is appropriate for your risk tolerance. We specialize in quantitative and fundamental portfolio construction in addition to providing due diligence and manager selection.
Berkshire Advisors Inc. is located in Wyomissing, Pennsylvania |
|
 |
|
History:
Berkshire Advisors, Inc.'s predecessor company (Kemmerer & Co.) were founded in 1992 by Jay R. Kemmerer the President & CEO of the firm based on his commitment and passion spanning more than 20 years in the financial securities industry.
Berkshire Advisors, Inc., is an SEC registered investment advisor, providing quantitative and fundamental investment strategies which encompass our proprietary asset allocation portfolios.
Early in 2002, Berkshire prepared to launch a total return Large Cap Value portfolio. This portfolio would represent a strong institutional-style discipline with a focus on largely capitalized companies with attractive valuation, consistent earnings and dividends. Later that year, Berkshire Advisors, Inc. would be incorporated and the mutual fund to be launched would become the fifth series in an offering by The Penn Street Funds, Inc. of Malvern, PA.
In January, 2003, Berkshire Advisors, Inc. was officially appointed as sub-advisor to the portfolio and Mr. Kemmerer was named portfolio manager. The Penn Street Berkshire Select Equity Portfolio (PBKAX) officially launched on April 3, 2003. Since the portfolio launch, Berkshire quantitative total return strategy has been recognized for its historical above-average returns by The Wall Street Journal as “Category King” more than a dozen times, along with recognition by Barons, USA Today and most recently Morningstar.
In January, 2007, Jay R. Kemmerer was named President of The Penn Street Fund, Inc. and Berkshire Advisors, Inc. became the master adviser to The Penn Street Fund Series.
In September of 2009 Berkshire Advisors expanded it's scope of services to facilitate the growing, extensive needs of individual, institutional investors and business owners. Berkshire Advisors Multi-Family office was launched during the fourth quarter of 2009 to provide a wide array of personalized services to assist and support individuals comprehensive and strategic needs. |
|
|
|
| Toll Free:
+1 800 566 4325 |
|
|
|
|
|
|
|
 |
|
 |
|
|
