With $237 million* in assets under management, Kerns Capital Management has a track record of delivering innovative investment and advisory solutions for institutions, family offices, investment professionals, high net worth individuals, and retirement plans.
1996 Founded by M. Lane Kerns to provide advisory services to corporate pension plans, including fiduciary oversight and investment management. This attention to prudence and our appreciation for the wealth devastation of bear markets has guided our evolution and development of products designed to help investors grow and protect their portfolios.
2001 Kerns establishes four risk-based model portfolios (Aggressive, Moderate, Conservative and Stable) for high net worth individuals which offer a range of risk tolerance depending on the investor’s preferences
2008 Kerns launches the flagship mutual fund KCM Macro Trends Fund (KCMTX)
2015 Valarian™ strategies created to provide institutional investors and investment advisors with a full range of asset allocation strategies
2017 Institutional share class for the KCM Macro Trends Fund (KCMIX) introduced
As the bull market that began in 2009 continues, volatility has returned. We distinguish ourselves by consistently operating as an active money manager rather than a passive money manager. We believe our strategies will enable investors to diversify so they do not have to accept the bear market fate of the passive indexer.