Investment Capabilities
At KERR Wealth Management, our investment approach combines cutting-edge intelligence systems with decades of real-world portfolio experience. We believe that successful investing is equal parts strategy, data, and discipline — with every client portfolio built to reflect personalized goals, risk preferences, and long-term vision.
What We Offer:
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Custom Portfolio Design
Every portfolio we manage is tailored — no templates, no shortcuts. Whether you're focused on long-term growth, income, preservation of capital, or all three, we construct a diversified strategy aligned with your objectives. -
Equities & Funds Expertise
From individual stocks to actively managed mutual funds and ETFs, we build core positions across asset classes that reflect market conditions and client goals. Our process filters for quality, resilience, and opportunity — not trends. -
Advanced Portfolio Analytics
We apply institutional-grade analytics to monitor performance, stress-test scenarios, and evaluate exposure across sectors, geographies, and risk factors. You gain clarity, not confusion. -
Human Insight + Smart Tech
Our advisors are supported by industry-leading intelligence platforms that bring precision to our process — but it’s our people who provide the perspective. Technology finds the signals; we apply the judgment. -
Disciplined Rebalancing & Risk Management
Your portfolio is continually monitored and adjusted as markets shift. Our proactive rebalancing and risk overlay ensure you're never overexposed or out of alignment with your plan.
We Invest For You and In our Future Together
Through our custodial partnership with Charles Schwab & Co., Kerr Wealth Management provides clients with institutional access to a broad and flexible investment universe. Our open-architecture platform empowers you with:
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Custom Equity Portfolios
Individually tailored stock portfolios designed to align with your goals, risk tolerance, and values. -
Global Market Access
Exposure to domestic and international equities across developed and emerging markets. -
Income Strategies
Structured portfolios incorporating dividend-paying stocks, municipal and corporate bonds, and income-generating ETFs and mutual funds. -
Smart Beta & Factor-Based Investing
Utilize academically rooted strategies to target specific risk and return factors such as value, momentum, quality, and low volatility. -
Tax-Sensitive Investment Management
Portfolios built with tax efficiency in mind, including asset location strategies and tax-loss harvesting. -
ESG & Thematic Investing
Environmental, social, and governance (ESG) strategies, along with thematic portfolios focused on innovation, sustainability, and long-term trends. -
Broad Mutual Fund & ETF Access
Thousands of fund options from top-tier managers—no proprietary product restrictions. -
Alternative Investment Access (for qualified clients)
Select access to private equity, hedge strategies, REITs, and structured notes. -
Seamless Integration Across Accounts
IRAs, trusts, individual brokerage accounts, corporate accounts, and more—all under one comprehensive strategy.
Exchange Traded Funds
Kerr Wealth Management core investment portfolios are built around ETF models. We believe they offer a tax efficient and low cost solution to managing client money.
Stocks
Stocks are an important part of our approach. We use individual stocks for clients who want direct ownership of a public company, inflation protection or just dont want to use mutual funds or ETF's altogether.
Mutual Funds
In addition to our core ETF's we utilize comprehensive mutual fund screens to identify strong performance mutual funds that we feel can add extra horse power or diversification to our client portfolios.
Strategic Advisor Portfolios
At the heart of our investment management services is our Strategic Advisor Models designed to help capture less
down turn and more upside. While we never promise that our models will beat the market we use our models to help target a specific long term performance goal. Our models are blend of ETF's, actively managed funds and stocks or bonds.
Investment Custodian Platform
Though Kerr Wealth Managment our clients get the best of both worlds. Hands on highly experienced wealth management and an open architecture and robust trading partner, Charles Schwab. Kerr Wealth Management utilizes Charles Schwab institutional investment custodial platform. Charles Schwab allows us superior flexibility, transparency and 24/7 online custodial support.
Kerr Wealth Management has a dedicated support team from Charles Schwab and is open from 5AM to 5PM PST allowing us to work full time on our client portfolios. From check writing to debit cards and banking Charles Schwab offers our customers with investment accounts the freedom they need. Charles Schwab also provides up to $149.5 Million of protection guarantee against theft or identity theft, $500,000 of SIPC Insurance and $250,000 of FDIC insurance for each customer account.
Charles Schwab does not charge for stock or ETF transactions and mutual funds fees are either waived or have a trade fee of only $25.00.
From stocks, mutual funds to publicly traded reits and CD's Charles Schwab allows us to offer our clients an almost unlimited suite of wealth managent solutions at our finger tips.
Economic Cycle in Four Stages
You may have heard of the National Bureau of Economic Research (NBER); it's the organization that announces a recession has officially ended—three years after the fact. The data may be slow to develop, and a bit dry, but a little digging can provide insight into investment decisions. Here is a list of the four basic stages of the economic cycle, and some associated telltale signs of the economic stages. Keep in mind these usually trail the market cycle by a few months.
At Kerr Wealth Management we think it's vital four our clients and our Advisors to understand where we are at in the economic cycle. Understanding how the economic cycle works can help you understand how different investments work in different times of the cycle. With our almost unlimited investment capabilities we can help you design and manage a tailored investment approach.
Early Recession
This is where things start to go bad for the overall economy. Consumer expectations are at their worst; industrial production is falling; interest rates are at their highest and the yield curve is flat or even inverted. Historically, three sectors have found favor during these rough times:
Services (near the beginning)
Utilities
Cyclical's and transport's (near the end)
Early Recovery
In this stage, things are starting to pick up. Consumer expectations are rising, industrial production is growing, interest rates have bottomed and the yield curve is beginning to get steeper. Historically, successful sectors at this stage include:
Industrials (near the beginning)
Basic materials
Energy (near the end)
Full Recession
This is not a good time for businesses or the unemployed. Gross domestic product (GDP) has been retracting quarter over quarter, interest rates are falling, consumer expectations have bottomed and the yield curve is normal. Sectors that have historically profited most in this stage include:
Cyclical and transports (near the beginning)
Technology
Industrials (near the end)
Late Recovery
Late Recovery
In this stage, interest rates can be rising rapidly, with a flattening yield curve. Consumer expectations are beginning to decline and industrial production is flat. Here are the historically profitable sectors in this stage:
Energy (near the beginning)
Staples
Services (near the end)
Disclosure:
Diversification, smart beta strategies, low-cost ETFs, stocks, and mutual funds all involve inherent risks specific to their security type. Diversification does not guarantee a profit or protect against loss of principal. Investors should carefully consider their risk tolerance and may benefit from financial planning to better assess their investment needs. Kerr Wealth Management may utilize investment models that incorporate ETFs, mutual funds, or individual equities for clients with long-term investment horizons or a higher risk appetite in pursuit of potential growth. Our firm’s capabilities refer to the types of accounts and investments available through our advisory platform. Kerr Wealth Management does not endorse or promote any specific security, fund, or fund company. We are not a mutual fund or investment company, and we do not solicit, originate, or manage proprietary investment products. All investment access is provided through our custodian, Charles Schwab & Co., Inc. Advisors, staff, managers, affiliates and employees of Kerr Wealth Management may and can invest in exact securities of all types and purchase before, during or after a client is placed in such a security. This is disclosed in the firms ADV and is a conflict of interest. The information presented here is for general informational purposes only and should not be construed as personalized financial advice.