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Investment Management 


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Berkshire Bank Wealth Management delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of our clients. Located in a number of the markets in which we operate, each of our team of Portfolio Managers has either an MBA or a degree in Finance and/or Economics. Our clients benefit from years of combined experience with large, well known financial institutions on the part of our managers, each of whom has joined Berkshire Bank because of the excellent personalized investment capabilities we have developed. Each of our Portfolio Managers is committed to the importance of working one-on-one with our clients.

Our investment strategies and tactics are created entirely in-house, ensuring that our Portfolio Managers will fully understand, and consistently implement, our best collective thinking in consideration of a client's unique investment goals and tolerance for risk. Because the financial markets have been especially volatile in recent years, we believe that our clients are best served by the kinds of experience and broad knowledge of markets and economies – domestic and foreign – which our Portfolio Managers bring to the investment management process here at Berkshire Bank.

Our technological resources afford our Portfolio Managers with the ability to optimize portfolios through disciplined analysis of asset allocation methodologies and consequences, as well as a rigorous equity screening process. We at Berkshire Bank Wealth Management are committed to providing a highly personalized, hands-on local provision of services with the sophistication of our larger competitors, who often overlook the importance of relationships in this business of investment management.

We are ready to serve you. Please contact us to review your current portfolio for an objective assessment of its ability to meet your objectives in these volatile times.

Performance Composite Available Upon Request.

No-obligation consultation
Make an appointment today for a no-obligation consultation at your nearest Berkshire Bank office.

 NOT FDIC INSURED May lose value
Not a bank deposit
No bank guarantee

 

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Wealth Management