what guides us
Empower your Financial Future with our Proactive Strategies
There are many ways to analyze the financial markets and make investment decisions. Kerr Financial Group combines both quantitative and qualitative methods. We incorporate a series of inputs in the process of constructing portfolios.
We begin with the big picture which involves identifying the characteristics of the current economic landscape. Just as important as determining the existing conditions is predicting the economic path forward. We use multiple resources that aggregate dozens of economic data points to analyze the economy.
One of our sources continually updates over 25 data points that range across the various parts of the economy. Things that measure inflations, monetary conditions, interest rate moves, consumer demand, housing data, commodities, both business and consumer sentiment, etc. This process seeks to track the numerous dynamics that make up the economy and to highlight the dominant characteristics of the current situation. In addition to the U.S., there is the same analysis for many international economies.
After the economic data is examined, we look for sectors that have had the best performance under those conditions. This includes assets classes (fixed income, commodities, equities, etc.). Within this we look for specific investments. All securities are considered – mutual funds, ETFs, stocks, bonds, etc.
Beyond the portfolio construction, we continually monitor the positions and economic conditions for changes.
Questions?
Our Investment Philosphy
Crafting purpose-driven wealth: We weave your goals, values, and risk into a mindful portfolio. Align your dollars with ethics and the planet, building prosperity with peace of mind.