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All
client Allocation Models are customized in order to Maximize our
clients performance while mitigating unnecessary risk.
These are a few asset allocation models contemplated by our
clients and executed by Berkshire Advisors:
All individual
portfolios may utilize a variety of traditional and alternative
investment
products to diversify risk.
These include:
-- Individual Equity and Bond Issues
-- ETF's - Exchange Traded Funds
-- No Load and Load Waived Mutual Funds
-- Real Estate Transactions including: REITS, Sr. Secured
Debt, and REMICS
-- Alternative Investments including: Hedge Funds, Private
Equity, Venture Capital,
Private Placements and Mezzanine Funds.
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