Kerwin Asset Management, LLC

Overview

Kerwin Asset Management, LLC is an independent, owner-operated registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and small institutions. The firm operates as a capital allocator and typically implements client strategies through pooled public funds and mutual funds rather than through heavy direct security selection. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, management for business or institutional clients, and selection of other advisers when outside manager exposure is needed. The firm reports a percentage-of-AUM fee model and does not identify itself as an active ESG investor. Kerwin Asset Management’s posture is that of a compact, advisor-led shop that uses external fund vehicles and third-party managers as building blocks. That approach suggests a focus on diversified, fund-based asset allocation, with portfolio construction and manager selection handled centrally by the adviser rather than through a large internal trading desk.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices