Terms & Conditions

General Disclosures

WealthE program from Berkshire Money Management, Inc. is subject to limitations, conditions and terms of use imposed by Schwab Performance Technologies (“SPT”) and its affiliates. 

Institutional Intelligent Portfolios™ is an automated investment management service sponsored by SPT and available to you through Berkshire Money Management.

Please visit the Institutional Intelligent Portfolios™ program FAQ page to learn more about the program and read their separate policies and terms of use:

Institutional Intelligent Portfolios™ FAQ

Berkshire Money Management, Inc. monitors this website for security purposes to ensure it remains available to all users and for the purpose of protecting information in the system. By accessing this website you are consenting to these monitoring activities.

Unauthorized attempts to defeat or circumvent security features; to use the system for other than intended purposes; to deny service to authorized users; to access, obtain, alter, damage or destroy information or interfere with the system or its operation in any other manner is prohibited. Evidence of such acts may be disclosed to law enforcement authorities and may result in criminal prosecution.

Berkshire Money Management, Inc. does not approve any website that is linked through this browser. Furthermore, Berkshire Money Management, Inc. is not responsible for content, and neither endorses nor makes warranty for information, accuracy, content or presentation of the site or sites in question.

This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.

Historical performance is not indicative of future results. The investment return will fluctuate with market conditions.

Performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Investment in securities, including mutual funds, involves the risk of loss.

Registration with the SEC should not be construed as an endorsement of Advisor’s investment skill or acumen.

Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice.

This website is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice.

Advisor is not licensed to provide and does not provide legal or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.

Industry recognitions, designations or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity, licensure granting entity or any regulatory authority. Any designations, rankings or awards cited were provided by independent third-parties based on their predetermined evaluation criteria.