Berkshire Global Advisors acted as exclusive financial advisor to Berkshire Asset Management
Located in Wilkes-Barre, Pennsylvania, Berkshire Asset Management (“Berkshire”) is an independent investment advisor specialized in dividend-focused US equity portfolios through its flagship Dividend Growth strategy in addition to personal wealth management. The company was formed in 1986 and had approximately $4 billion in assets under management as of the end of October 2022.
iM Global Partner is a worldwide asset management network that selects and builds long-term partnerships with independent asset management companies through direct capital ownership. iM Global is present in 12 locations across Europe and the United States and provides clients with access to the investment strategies of their Partners. The company has over $33 billion of assets under management as of end November 2022.
Berkshire Asset Management becomes iM Global Partner’s 9th partner bringing its exacting investment philosophy, process and focuses on indentifying perennial dividend growers before they are fully recognized by the market. Berkshire’s focus to grow capital for clients, provides the opportunity for investors to diversify and complement their asset allocation. Through this partnership, Berkshire joins iM Global Partner’s extensive global asset management family and distribution network.