Experienced portfolio management for individuals, trusts, and endowments:
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Customized client-driven approach
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Disciplined tax-sensitive total-return focus
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Integrated risk management
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Portfolio management and performance reports quarterly
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Exclusive affilation with Lakeview Investment Advisors for backup and contingency plans
Guided by a written investment policy statement (IPS) developed for each client portfolio:
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This simple document signed by both the client and advisor provides transparency and helps ensure that both parties are on the same page regarding the portfolio's management
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It includes: the portfolio's objectives, the client's risk tolerance, any constraints on allowable investments, the portfolio's benchmark, and broad asset-allocation targets--with minimum and maximum guidelines
Financial Planning: putting it all together
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An optional service, requiring active client engagement, but included with Kerwin's asset management--there are no additional fees
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Starts with a comprehensive assessment of a client's current financial situation, then developing a plan for the future
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Supported on an ongoing basis 24/7 by an easy-to-use online client portal offered as a value-added benefit to clients
