Key Takeaways
- • Berkshire Asset Management, founded in 1986, received a strategic non-controlling investment from iM Global Partner in December 2022, expanding its digital investment solutions capabilities and global distribution network.
- • The firm operates as a registered investment advisor specializing in US equity management, offering services including portfolio consulting, family wealth management, 401(k)/403(b) administration, and separate account management for high-net-worth individuals and institutions.
- • Berkshire's flagship strategy is its Dividend Growth Strategy, a large-cap equity approach focusing on a diversified portfolio of 30-40 companies with consistent dividend growth, emphasizing forward-looking analysis rather than historical screening.
- • The digital advice sector represents significant growth opportunity, with robo-advice platforms expected to scale substantially, positioning Berkshire's digital investment solutions debut within a market experiencing rapid institutional adoption.
- • The partnership with iM Global Partner, a leading global asset management network, provides Berkshire access to expanded distribution channels, institutional infrastructure, and international reach while maintaining operational independence through non-controlling investment structure.
Summary
Berkshire Asset Management announced its debut in digital investment solutions, leveraging a strategic partnership with iM Global Partner to expand its market presence and capabilities. Founded in 1986, Berkshire has established itself as a registered investment advisor focused on US equity management for high-net-worth individuals and institutional clients. The firm underwent significant ownership transition in 2007 when senior leadership repurchased the company from Legg Mason, and in December 2022, iM Global Partner made a strategic, non-controlling investment to accelerate growth initiatives.
The firm's digital investment solutions entry occurs within a rapidly expanding market. The robo-advice and digital advisory sector has demonstrated substantial growth potential, with assets under management in these platforms expected to scale significantly as institutional and retail investors increasingly adopt automated investment solutions. Berkshire's positioning in this space reflects broader industry trends toward technology-enabled investment management and democratized access to professional portfolio management.
Berkshire's core offering centers on its flagship Dividend Growth Strategy, a large-cap equity approach emphasizing companies with consistent dividend growth potential. The strategy manages a diversified portfolio of 30-40 high-quality businesses, utilizing what the firm describes as a "forward-looking" methodology that identifies emerging dividend growers rather than relying solely on historical performance screening. This approach aligns with institutional investor preferences for income-generating strategies with long-term compounding characteristics.
The iM Global Partner investment provides Berkshire with access to an extensive global asset management network and distribution infrastructure while preserving the firm's investment philosophy and operational autonomy. The partnership enables Berkshire to serve both individual investors seeking family wealth management and separate account solutions, as well as advisors and institutions requiring research capabilities, direct portfolio manager access, and model-based trading arrangements. The combination of Berkshire's 40-year investment track record with iM Global Partner's international distribution network positions the firm to capture growth opportunities in the expanding digital investment management market.
The firm's digital investment solutions entry occurs within a rapidly expanding market. The robo-advice and digital advisory sector has demonstrated substantial growth potential, with assets under management in these platforms expected to scale significantly as institutional and retail investors increasingly adopt automated investment solutions. Berkshire's positioning in this space reflects broader industry trends toward technology-enabled investment management and democratized access to professional portfolio management.
Berkshire's core offering centers on its flagship Dividend Growth Strategy, a large-cap equity approach emphasizing companies with consistent dividend growth potential. The strategy manages a diversified portfolio of 30-40 high-quality businesses, utilizing what the firm describes as a "forward-looking" methodology that identifies emerging dividend growers rather than relying solely on historical performance screening. This approach aligns with institutional investor preferences for income-generating strategies with long-term compounding characteristics.
The iM Global Partner investment provides Berkshire with access to an extensive global asset management network and distribution infrastructure while preserving the firm's investment philosophy and operational autonomy. The partnership enables Berkshire to serve both individual investors seeking family wealth management and separate account solutions, as well as advisors and institutions requiring research capabilities, direct portfolio manager access, and model-based trading arrangements. The combination of Berkshire's 40-year investment track record with iM Global Partner's international distribution network positions the firm to capture growth opportunities in the expanding digital investment management market.
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