Since its inception, Kerns Capital Management has specialized in the management of investment portfolios for individuals, corporations, and company sponsored retirement plans.

With today's rapidly changing world, managing a complex portfolio can be challenging. The sophisticated investing strategies that are often necessary for large portfolios demand expertise, time and knowledge of how changes in the markets and economy affect each investment.

By working with us, you can take advantage of the expertise of professional money managers, and free yourself from the time-consuming, day-to-day monitoring and decision-making that successful portfolio management requires.

An integrated solution

Through our close affiliation with ML Kerns & Associates, LLC, www.MLKerns.com, a benefits consulting and administration firm, we are uniquely positioned to offer our clients a comprehensive retirement plan solution.

By skillfully integrating active money management with customized qualified (tax-deferred) plan designs, including 401(k), profit sharing and defined benefit plans, we can put you on the path toward realizing your financial goals.

Whether you’re looking to improve investment results, maximize tax-deductible contributions, or minimize fiduciary liability associated with your company retirement plan, we have the solutions.

You can consider Kerns Capital Management your planning headquarters. We can be the “quarterback” overseeing the development and implementation of your long-range investment and retirement strategy.

A fee-only solution

Notably, Kerns Capital Management is a fee only investment advisor. We don’t get paid to make trades, nor do we accept commissions from any source.  So when we do make trades, you don’t have to wonder whose problem we are solving.  The only way to grow the firm’s income is to grow your account.