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 is a fee-only, state-registered investment adviser that primarily serves individuals, high-net-worth individuals, and revocable and irrevocable trusts, and also advises a small number of charitable organizations. It provides discretionary investment supervisory services and incidental financial planning, supported by an eMoney platform for secure document storage, account aggregation, and collaborative planning. The firm constructs risk-profiled portfolios grounded in modern portfolio theory, using a proprietary optimization model that evaluates historical returns and correlations across more than 30 ETF-based asset classes to define broad equity and fixed-income allocations. Portfolios are managed on a discretionary basis within a signed investment policy statement, with routine rebalancing, quarterly written reports, and the option to include mutual funds or individual securities when appropriate. Kerwin’s brochure emphasizes an ongoing affiliation and formal sub-advisory arrangement with Lakeview Investment Advisors that supports shared technology, joint-client migrations, and a pre-cleared succession/back-up plan for business continuity—an uncommon structure among peers. The firm also documents explicit cybersecurity controls (MFA, DMARC, firewalls), a $500,000 cyber liability policy, and universal provision of the eMoney client tools, features that are relatively distinctive for a firm of its size.

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.