PRODUCTS

Our customized products are available to Individuals, Foundations, Institutions and Non-Profit Organizations. 

Total Return- Large Cap Value Separate Accounts:

Our quantitative Large Cap Value Total Return Strategy.
invests in Blue Chip companies we believe are undervalued and possess attractive valuations for appreciation and stable dividends,
Click to Review: Our Quantitative Philosophy and Process

Customized Asset Allocation Portfolios:

These portfolios are designed for clients seeking a customized asset allocation strategy to fit the proper income/growth and risk reward strategy. 
Click to Review A Few Asset Allocation Strategies

The Penn Street Fund, Inc.: (Mutual Fund)

Berkshire Select Equity Portfolio (PBKAX) for individuals Family Foundations and Non-Profit organizations, IRA’s and Roth IRAs. Large Cap value total return fund advised and managed by Berkshire Advisors, Inc.
Click for information on The Penn Street Fund