Berryman and Associates

Investment Beliefs

We believe in owning uncomplicated portfolios of direct securities.  There are four tenants to our beliefs:

  • Risk is Personal. Risk begins with the asset-mix which is personalized for each portfolio.

  • Own Quality.  Quality is reflected in the selection of fixed-income and equity investments.

  • We do not chase the index. Our emphasis on quality is an attempt to manage volatility.  An unintended consequence of this is portfolios that are often not representative of the index.

  • Understand Fees.  You should know the fees that you pay.  You should also understand the detrimental effect high fees can have on long-term results.