Jennifer Williams Berlin

Provides power plant mercury control services

Provides legal services

Distributes fuels, lubricants, heating oil and commercial petroleum

Berlin Financial is a value manager that specializes in the management of equity and balanced fixed-income portfolios. The firm employs a long-term investment philosophy that seeks superior rates of return. They seek to be fully-invested contingent upon overall market conditions. Berlin Financial uses fundamental research and other types of analysis to establish price targets for each security. The firm's investment approach seeks preservation of capital through short and long-term purchases in companies that have the potential for future growth. Berlin Financial invests primarily in equity securities, but they also use investments in bonds and debt. Security selection is based on fundamental analysis combined with the firm's knowledge of market factors that influence valuation and stock appreciation. Berlin Financial also uses technical analysis to evaluate fixed-income and option transactions. The firm has significant investments in the stocks of US small-cap companies in the distribution services sector.