Kerns Capital Management was born out of the desire to find a better way to help clients improve their financial lives.
Stewardship Not Salesmanship
Kerns Capital is an Registered Investment Advisor (RIA). As an RIA, we owe a “fiduciary” duty to our clients. This means we, by law, must always provide investment advice in our client’s best interest. The RIA charges the client a set percentage management fee on the value of the client’s assets. In this way, as the client’s account grows, so does the advisor’s. The client and the advisor have the same interest: to grow the account.
We Are Different
When it comes to being different, we believe it boils down to our people, our practice and our process.
Our people have all the credentials you would expect, and a passion for what they do. Marty and Parker are both former practicing attorneys who know what it means to be a fiduciary; they have both managed money successfully through some very volatile markets, including the 2008 Financial Crisis; and our team has received industry recognition from the likes of Morningstar and Lipper for strong and consistent returns in the management of a mutual fund.
In our practice, we always strive to elevate the client experience seriously. For example, we recently hired a consulting firm to help us refine and optimize the client experience by adopting best practices and procedures, new technology and a renewed passion for helping our clients achieve their financial goals.
And finally, our process. We have developed and refined The OnCourse FORMula to address the critical financial events that occur as a client’s life unfolds and their needs evolve. It is an integrated approach that includes wealth management, risk management, tax planning, estate planning, cash management, philanthropy and value-added services.
KCM is honored to have received industry recognition for our strong, stable returns. The AXS Multistrategy Alternatives Fund (f.k.a. KCM Macro Trends Fund) won Best Fund Over 5 Years in the Alternative Global Macro Funds category at the 2018 and again at the 2019 Thomson Reuters/Refinitive Lipper Fund Awards.
Contact us to learn more about our investment solutions.