Kershner, Grosso & Co.

Kershner Grosso advises individuals (including high-net-worth clients), trusts and estates, corporations, and qualified retirement plans, delivering discretionary portfolio management, retirement-plan investment services, and trustee support. The firm also provides plan administration and participant education, and acts as trustee or co‑trustee for a number of client trusts.

The investment approach combines fundamental macro and micro analysis with a long-term, low‑turnover orientation that emphasizes individual equities and high‑quality fixed income, and principals typically hold many of the same securities alongside client accounts. The firm also pursues occasional special situations—including micro‑cap and restricted securities arranged as private placements—which it discloses as higher‑risk and potentially illiquid for suitable accounts.

Kershner Grosso’s practice of serving as trustee or co‑trustee (including court‑appointed trustee work) and acting as an ERISA 3(38) investment manager for retirement plans is a distinguishing feature relative to many peers. The adviser also maintains an insurance license (with limited insurance sales activity in recent decades) and discloses the use of restricted micro‑cap placements and other non‑standard services that may set it apart from firms focused solely on traditional discretionary portfolio management.