BERKSHIRE MONEY MANAGEMENT, INC.

Overview

Berkshire Money Management, Inc. is an independent registered investment adviser that has been operating since 2003 and serves both individual and institutional clients. The firm combines portfolio management and financial planning with insurance brokerage services, offering fee arrangements that include percentage of AUM, hourly charges and fixed fees. Its client mix spans individual and family relationships as well as small businesses and institutional accounts, and the firm manages portfolios on a discretionary basis for the vast majority of assets. Investment activity shows a clear tilt toward equities, with a strong reliance on exchange-traded vehicles for core exposure. That positioning suggests a preference for liquid, transparent instruments to implement market exposures and core equity allocations, while reserving a portion of capital for external alternative managers — notably hedge funds — and for traditional mutual fund investments. Berkshire Money Management appears to run portfolios using a mix of core ETF positions and select satellite allocations, fitting a pragmatic, cost-conscious approach to portfolio construction for both private and institutional clients.

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Public Holdings

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Location & Offices