Berkshire Money Management, Inc.
Berkshire Money Management, Inc. is an SEC-registered investment adviser headquartered in Dalton, Massachusetts. Founded in 2001 and registered in January 2003, BMM serves individuals (including high net worth), charitable organizations, pension plans, and corporations with a combination of portfolio management and financial planning services. The firm employs approximately 19 professionals, with Allen Harris and Stacey Carver as principal owners. BMM primarily assists clients in the Berkshires region with retirement planning, investment management, and other financial services.
Investment Strategy
Berkshire Money Management provides personalized portfolio management services, tailoring advice and investment selections to individual client needs and objectives. The firm works closely with clients through detailed discussions to establish their financial goals, risk tolerance, and preferences. Investment strategies may focus on capital appreciation, growth, income, or a blend, customized via a written agreement. Clients may place reasonable restrictions on securities or sectors, and ongoing financial planning is incorporated to address comprehensive personal financial concerns.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 23.40% | $227.3M | 341,214 | $360.28 | $666.18 | +$14.6M |
D DIA | SPDR DOW JONES INDL AVERAGE | 9.58% | $93.1M | 200,808 | $341.68 | $463.74 | +$13.4M |
Q QQQ | INVESCO QQQ TR | 8.07% | $78.4M | 130,537 | $429.00 | $600.37 | +$6.2M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.29% | $61.1M | 283,089 | $129.44 | $215.79 | +$2.9M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.51% | $53.6M | 282,337 | $177.87 | $189.70 | +$8.5M |