Oftentimes, managing finances and assets can be a daunting, confusing and very unsettling terrain for clients. In times of sadness, success, friction, and simply life in general, Berkson Asset Management will help you to achieve your financial goals. We look forward to building long-term relationships with you and our team of professionals based on well informed advice, abiding trust and peace of mind.
At Berkson Asset Management, we incorporate modern investment management theory together with the legal and ethical aspects of fiduciary conduct in our investment management process. We utilize management techniques followed by most multibillion dollar pension funds, major foundations and endowments. To that end, we've developed a five-step portfolio management process:
1.Analyze the Current Situation
2.Design the Optimal Portfolio
3.Formalize the Investment Policy Statement
4.Implement the Investment Policy
5.Monitor & Supervise
Over the years, we have received many questions about our investment process from clients and friends alike. We decided to sit down and address the most common questions we get, and summarize our core philosophy and system. Please check our latest White Paper "A System for Accomplishing Your Long-Term Investment Goals" by click http://www.berkson.net/reports/system
Certified Financial Planner ® Certificants of North America
Financial Planning Association
AICPA Personal Financial Planning Section Members
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