KERSHNER, GROSSO & CO.

Overview

Kershner, Grosso & Co. is a small independent wealth manager and trust company that has been SEC-registered since 1986. The firm serves both individual and family clients as well as institutional accounts, operating under an owner-led corporate structure. Its advisory work centers on portfolio management for individuals and small businesses, and it also acts as an insurance broker and offers trustee services—allowing it to layer investment management with insurance planning and trust administration. Investment activity is tilted strongly toward public equities: the firm shows a clear preference for exchange-traded securities as the primary implementation vehicle. Fees are charged on a percentage-of-AUM basis. Kershner, Grosso & Co. reports limited engagement with ESG mandates and is not structured as a multi-state adviser or a capital allocator. Where the firm steps outside public markets it allocates selectively to private placements and private credit, and it uses mutual funds for supplemental exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices