Family Wealth Advisor
A family wealth advisor, Kerns Capital Management works with professionals, business owners and executives who among other things aspire to financial independence. We have developed and refined a proprietary process to help grow and protect our client’s wealth, engage outside professionals as their lives unfold and needs evolve, and to put all the pieces of their financial puzzle together. Welcome to The OnCourse FORMulaTM.
At KCM, you won’t find investment managers who create static portfolios. Instead, you will find innovators. We believe portfolios can be managed to grow capital while effectively managing volatility and risk. In addition to traditional diversification techniques, a key component of our risk management process is the firm’s Bear Hedge strategy that strives to protect client portfolios from catastrophic life changing losses during periods of extreme market risk.