Delivering managed solutions

At Kerns Capital Management, 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.

A wealth advisor, KCM works with professionals, business owners and executives who among other things aspire to financial independence.  We have developed and refined a proprietary process, The OnCourse FORMula, 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.

Award Winning Manager – AXS Multistrategy Alternatives Fund

Managed by KCM, the AXS Multistrategy Alternatives Fund (f.k.a. KCM Macro Trends Fund) is the 2018 and 2019 winner of the Thomson Reuters / Refinitive Lipper Award for Best Alternative Global Macro Fund – 5 Years.