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Professional portfolio management for individuals--like you

Using my knowledge, training, and experience, I help people

preserve and grow their wealth to achieve their investment goals.

With a client-centered focus, I am committed to building and

managing customized, diversified, and efficient investment

portfolios:

Cost-efficient,
Tax-efficient, and
Risk-efficient (by limiting volatility).

Professional portfolio management for you, so you can focus on other things

You may know how to manage your investments, but lack the time and/or discipline needed to be effective. Or, you may want someone with expertise you don't have to develop and execute an investment plan for you.

As Warren Buffett has been quoted, "Investing is simple, but not easy."

I have over 25 years of investment experience--most from the institutional side (managing large mutual funds and corporate accounts) where discipline is key. Let me put my experience and discipline to work for you.

Explore my site; if you would like more

information, please contact me:

David E. Kerwin, CFA

Kerwin Asset Management, LLC

Phone: 651-203-9841

Fax: 888-706-9558

5108 W. 74th St. #390086

Edina, MN 55439

david@kerwinam.com

If you would like to view my regulatory

disclosure document, click here:

Form ADV, Part 2A

Independent clearing, brokerage, and custody services provided by

Charles Schwab & Co.

Having an independent custodian is absolutely essential to safeguarding client assets within an investment advisory relationship

Kerwin Asset Management, LLC

Experienced | Disciplined | Independent