Family Wealth Advisor
A family wealth advisor, Kerns Capital Management works with business owners and professionals who among other things aspire to financial independence. We have developed and refined a proprietary process to grow and protect your wealth, engage outside professionals as your lives and needs change, and to put all the pieces of your financial puzzle together. Welcome to The OnCourse FORMulaTM
At KCM, you won’t find investment managers who create static portfolios, park their clients’ money and move on, checking back only to collect their fees. 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.