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Disclaimer

Kerwin Asset Management, LLC (Kerwin) is a Registered Investment Adviser in the State of Minnesota. Registration does not imply a certain level of skill or training. Kerwin is not rendering or offering personalized investment advice through this website. The purpose of this site is limited to the dissemination of general investment information and information on the advisor's service offerings and to provide a means for prospective clients to contact Kerwin. This website also serves as a common gateway for clients to access logins to their personal client portals and to their brokerage accounts held at Charles Schwab & Co., Inc. (Schwab).

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Kerwin's advisory services include clearing, brokerage, and custody services provided by Schwab, member FINRA/SIPC. Kerwin is a separate entity and not affiliated with Schwab.

    

Any information provided in these materials is believed to be from reliable sources. However, Kerwin makes no representation as to its accuracy or completeness and is not responsible for any damages incurred as a result of your use of these materials. Kerwin’s website contains links to websites operated by parties other than Kerwin. Such links are provided for your information and convenience only. Kerwin does not control such websites and is not responsible for their content. Kerwin’s inclusion of links to these websites does not imply any endorsement of the material on such websites, any association with their operators, or the appropriateness of any of the investment products discussed on those websites unless such products are recommended as part of the investment advisory services offered by Kerwin.

     

Advice may only be rendered after the delivery of a disclosure statement (Form ADV, Parts 2A & 2B) and the execution of an investment advisory agreement by the client and Kerwin. These materials do not constitute a solicitation to sell or offer to sell investment advisory services to residents of any state in which Kerwin lacks authority to provide those services. Kerwin's disclosure statements which detail the business practices, services offered, management fees charged, and personnel is available here: Form ADV: Part 2A and Parts 2B 

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