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Investment Capabilities

Our highly experienced investment advisors develop tailored investment portfolios designed to help you reach your financial objectives. Nothing we do is cookie cutter, but we also keep things simple. We know form experience our clients don't like complicated investments and want to feel comfortable with their investment portfolio. 

Investment Management Capabilities

Exchange Traded Funds - ETF
Smart Beta and Multi factor ETF
Global ETF
Global and Domestic Mutual Funds
US Stocks
Foreign Stocks

Tax-Free Municipal Bonds

Certificate of Deposits (CD's) FDIC Insured

Money Market (FDIC Insured)
Bond Funds
Government Bonds 
Corporate Bonds
High Yield Bonds
Global Bond Funds
Real Estate Investment Trusts - REIT


Bitcoin and Cryptocurrency 

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 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. 

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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)


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)


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)


Services (near the end)

*Diversification, smart beta, low cost ETF’s, stocks and mutual funds all carry risk specific to their security type and diversification does not mean low risk or mean that you cannot lose principal value. Investors should consider their risk tolerance or do some financial planning to help determine their risk tolerance and investment needs. Kerr Wealth Management may use investment models with ETF’s and mutual funds and or utilize individual stocks for clients with long term horizons or an appetite for risk in exchange for potential growth. Our capabilities refer to general types of accounts and investments we have access to as an advisory firm. Kerr Wealth Management is not endorsing the use of any particular security or fund or a fund company and is not a fund company. We are not an investment company and we do not offer, solicit or make our own investments. All investments are accessible through Charles Schwab & Co. Corporation. Nothing on this page should be interpreted as advice because it is not intended to be financial advice.

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