Kerns Capital Management was born out of the desire to find a better way to help clients improve their financial lives.
Founded in 1996, Kerns Capital Management has always served as a fiduciary to our clients, meaning we have always acted in their best interest. Honesty and integrity have always been at the heart of everything we do. We don’t know any other way. Today, many tout their fiduciary status as something new and different, as if they are now somehow special. Our response, what took you so long?
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 FORMulaTM 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.
Kerns Capital Management Timeline
Founded by M. Lane Kerns to provide advisory services to corporate pension plans, including fiduciary oversight and investment management. This attention to prudence and our appreciation for the wealth devastation of bear markets has guided our evolution and development of products designed to help investors grow and protect their portfolios.
Kerns establishes four risk-based model portfolios (Aggressive, Moderate, Conservative and Stable) which offer a range of risk tolerance depending on the investor’s preferences.
Kerns launches the flagship mutual fund KCM Macro Trends Fund (KCMTX).
Valarian™ strategies created to provide institutional investors and investment advisors with a range of equity and ETF-based alternative strategies.
Institutional share class for the KCM Macro Trends Fund (KCMIX) introduced.
KCM Macro Trends Fund wins the Lipper Fund Award for Best Alternative Global Macro Fund over Five Years in 2018…and again in 2019.
AXS Investments acquires the KCM Macro Trends Fund for national distribution; KCM retained as exclusive sub-advisor.
Kerns brands its proprietary wealth management process, The OnCourse FORMulaTM.