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 individuals and institutional clients. The firm’s brochure lists services for individuals, trusts and estates, charitable organizations, corporations, pension and profit‑sharing plans, and investment companies, and it tailors recommendations to clients’ objectives, risk tolerance, tax situation and time horizon. The firm emphasizes fundamental equity stock‑picking and internal research—meeting with company management, reviewing conference calls, and preferring individual equities over ETFs or open‑end mutual funds for the equity sleeve—while non‑equity exposure is typically implemented through ETFs, mutual funds and individual bonds. Portfolios can be focused or concentrated, the adviser may exercise discretionary trading authority, and account reviews are provided semi‑annually or on request. Kercheville’s business mix and disclosures distinguish it from many peers: its brochure identifies investment companies and pension plans among client types and discloses an affiliated insurance company whose licensed advisory agents may receive commissions for insurance sales. The firm also states it will advise on a broad range of financial products and, in its regulatory reporting, indicates the use of derivatives in separately managed accounts, a practice less common among firms of this category.

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.