A complete list of active advisors currently associated with Kerwin Asset Management, LLC

Warmer can help you find a great advisor at Kerwin Asset Management, LLC or one who fits your needs even better.

Kerwin Asset Management primarily serves individuals and high‑net‑worth clients, including revocable and irrevocable trusts, and also maintains a small number of charitable organization clients. The firm provides discretionary investment management and optional financial planning support using a third‑party eMoney platform that it makes available to clients at no additional charge. Kerwin manages portfolios as a fiduciary using a modern portfolio theory framework and a proprietary optimization model that incorporates historical returns and correlations for more than 30 ETFs to define client‑specific risk profiles and customized investment policy statements. Portfolios are implemented mainly with low‑cost passive ETFs (with occasional mutual funds or individual securities), are rebalanced when allocations drift from targets, and are custodied at an independent custodian. Distinctive aspects of the firm include an exclusive affiliation with another registered investment adviser that supports shared technology and reciprocal operational backup, a sub‑advisory role for certain joint clients, and a disclosed, transitional fee‑sharing arrangement during a planned client migration. The firm also discloses fixed quarterly technology fees received from its affiliate and maintains documented cybersecurity controls (DMARC, multi‑factor authentication, firewalls) and cyber liability insurance—features that are uncommon among peers.

To learn more about the advisors currently working at Kerwin Asset Management, 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.

Name	Location	Years of experience
David Kerwin	Edina, MN	12

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