A complete list of active advisors currently associated with Kercheville Advisors LLC

Warmer can help you find a great advisor at Kercheville Advisors LLC or one who fits your needs even better.

Kercheville Advisors provides discretionary and non‑discretionary portfolio management, financial planning, and pension/retirement plan consulting to a mix of clients that the brochure lists as individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, investment companies and other business entities. The firm describes customized investment processes and standard financial plans that address cash flow, taxes, retirement, estate considerations and ongoing monitoring. The firm emphasizes an equity stock‑picking approach, preferring individual equities over ETFs and open‑end mutual funds for tax efficiency and to pursue alpha, and employs both fundamental and technical analysis supported by internal due diligence, meetings with company management, and external research subscriptions. Portfolios can be focused or concentrated, and Kercheville states it uses flexible asset allocation, regular monitoring and semiannual (or more frequent) reviews to manage risk. The brochure discloses that some advisory agents are licensed insurance agents affiliated with AKE Insurance Services, Inc., and that the firm provides retirement plan consulting to employee benefit plans — including arrangements with third‑party administrators — highlighting an active role in insurance implementation and plan consulting that is less common among similar firms. It also notes the firm will advise on “any financial product deemed appropriate,” indicating flexibility to use a broader range of instruments in separately managed accounts, and the brochure includes disclosures about related conflicts (insurance commissions, personal trading) and the firm’s Code of Ethics.

To learn more about the advisors currently working at Kercheville Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.