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Financial Advisor

Financial Planning and Advisors

Kerr Financial is a group of financial advisors that help clients manage their assets to reach their financial goals. We thoroughly analyze the capital markets and individual securities seeking to construct portfolios that meet clients’ personalized investment needs. Our financial planning technique uses an active investment style, and continually monitor holdings for deviations in fundamentals and valuation.

Investing is not only about maximizing profits but also about minimizing losses. We firmly believe the key to making money is primarily not losing money. When researching a potential investment, the possibility of price appreciation is secondary to the risk of capital loss. When researching a potential investment, the possibility of price appreciation is secondary to the risk of capital loss. We believe the markets provide opportunities when security prices become significantly separated from the company’s (or issuer’s) underlying economic value (both over-valued as well as under-valued).

We research the global markets looking for investment opportunities. While no company is too big or too small for consideration, we feel that the majority of pricing inefficiencies exist in the small- and mid-cap markets. We typically seek undervalued firms or stocks whose superior prospects are not properly reflected in its stock price.

Contact us today to do to provide you an evaluation of your financial plan.

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