Process

Process

Process

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.


01 — Connect

Share your priorities and learn our philosophy.

01 — Connect

Share your priorities and learn our philosophy.

01 — Connect

Share your priorities and learn our philosophy.

02 — Explore

Dig deeper and crystalize goals.

02 — Explore

Dig deeper and crystalize goals.

02 — Explore

Dig deeper and crystalize goals.

03 — Organize

Take inventory and gain clarity on all relevant pieces of your plan.

03 — Organize

Take inventory and gain clarity on all relevant pieces of your plan.

03 — Organize

Take inventory and gain clarity on all relevant pieces of your plan.

04 — Design

Creation of your customized financial plan.

04 — Design

Creation of your customized financial plan.

04 — Design

Creation of your customized financial plan.

05 — Collaborate

Summarize plan and discuss actionable strategies.

05 — Collaborate

Summarize plan and discuss actionable strategies.

05 — Collaborate

Summarize plan and discuss actionable strategies.

06 — Mobilize

Prioritize and implement plan of action.

06 — Mobilize

Prioritize and implement plan of action.

06 — Mobilize

Prioritize and implement plan of action.

07 — Stabilize

Ensure our course of action is working for you.

07 — Stabilize

Ensure our course of action is working for you.

07 — Stabilize

Ensure our course of action is working for you.

08 — Oversee

Continuously monitor your plan while guiding you forward.

08 — Oversee

Continuously monitor your plan while guiding you forward.

08 — Oversee

Continuously monitor your plan while guiding you forward.

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.

Cost-Sensitive

When selecting investment partners, we prefer lower-cost, and transparently priced investments.

Strategic

Apply strategies such as dollar-cost-averaging, rebalancing, systematic liquidations, and retirement bucket strategies to help mitigate risk.

Diversified

We believe in a core, broad-based asset allocation with traditional investments such as stocks, bonds & cash, but utilize alternative investments as appropriate to lower correlation to traditional equity and fixed income markets.

Diligent

Through at minimum quarterly reviews of our core investment strategies using our in-house due diligence, we adjust our models proactively. We perform quarterly audits of our core investment strategies and make proactive adjustments.

Independent

We are independent and bound only to our clients. We have the flexibility to work with a broad universe of investment partners to select the solutions that best meet our criteria for clients.

Customized

We manage client assets through a combination of in-house investment models, and individual client portfolio customization based on goals, need, or investment preference.

Time-Tested

When selecting investment partners, we utilize strategies that have long-term track records & include a combination of index funds and active managers.

Research-Based

Our core & customized portfolios are constructed utilizing third party research software, outside investment consultants, and in-house due diligence. We consider fundamentals and relative value, and employ qualitative and quantitative screening.

Cost-Sensitive

When selecting investment partners, we prefer lower-cost, and transparently priced investments.

Strategic

Apply strategies such as dollar-cost-averaging, rebalancing, systematic liquidations, and retirement bucket strategies to help mitigate risk.

Diversified

We believe in a core, broad-based asset allocation with traditional investments such as stocks, bonds & cash, but utilize alternative investments as appropriate to lower correlation to traditional equity and fixed income markets.

Diligent

Through at minimum quarterly reviews of our core investment strategies using our in-house due diligence, we adjust our models proactively. We perform quarterly audits of our core investment strategies and make proactive adjustments.

Independent

We are independent and bound only to our clients. We have the flexibility to work with a broad universe of investment partners to select the solutions that best meet our criteria for clients.

Customized

We manage client assets through a combination of in-house investment models, and individual client portfolio customization based on goals, need, or investment preference.

Time-Tested

When selecting investment partners, we utilize strategies that have long-term track records & include a combination of index funds and active managers.

Research-Based

Our core & customized portfolios are constructed utilizing third party research software, outside investment consultants, and in-house due diligence. We consider fundamentals and relative value, and employ qualitative and quantitative screening.

Cost-Sensitive

When selecting investment partners, we prefer lower-cost, and transparently priced investments.

Strategic

Apply strategies such as dollar-cost-averaging, rebalancing, systematic liquidations, and retirement bucket strategies to help mitigate risk.

Diversified

We believe in a core, broad-based asset allocation with traditional investments such as stocks, bonds & cash, but utilize alternative investments as appropriate to lower correlation to traditional equity and fixed income markets.

Diligent

Through at minimum quarterly reviews of our core investment strategies using our in-house due diligence, we adjust our models proactively. We perform quarterly audits of our core investment strategies and make proactive adjustments.

Independent

We are independent and bound only to our clients. We have the flexibility to work with a broad universe of investment partners to select the solutions that best meet our criteria for clients.

Customized

We manage client assets through a combination of in-house investment models, and individual client portfolio customization based on goals, need, or investment preference.

Time-Tested

When selecting investment partners, we utilize strategies that have long-term track records & include a combination of index funds and active managers.

Research-Based

Our core & customized portfolios are constructed utilizing third party research software, outside investment consultants, and in-house due diligence. We consider fundamentals and relative value, and employ qualitative and quantitative screening.

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© 2025 Kerr Financial Group All rights reserved.

KERR

Financial Group

Subscribe

Join our newsletter to stay up to date on features and releases.

© 2025 Kerr Financial Group All rights reserved.

KERR

Financial Group

Subscribe

Join our newsletter to stay up to date on features and releases.

© 2025 Kerr Financial Group All rights reserved.