ºContact Info

 

Key Factors in Investment Performance

 

David R. Kern Asset Management
  • SEC Registered Investment Adviser.
  • Use only funds designed for active management, allowing unlimited reallocation without transaction costs.
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    Risk Management Priority

  • All systems designed to minimize downside volatility of the entire program at all risk levels.
  • At any time, the entire program can be moved to money market funds or cash to avoid market risk.
  • Multiple management systems used for each invested position as part of risk management process.
  • Management programs derived from the important concepts of Modern Portfolio Theory emphasizing asset class selection and the importance of risk management.
  • Ability to react quickly to market changes during bear markets.
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    Broad Diversification

  • Use of wide variety of asset classes and sectors, both domestic and international.
  • All asset classes reviewed daily for available buying or selling opportunities.
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    State of the Art Technology

  • Daily review of your account through automated software to provide risk management and to find new opportunities.
  • Electronic trading systems replace emotion with discipline and rules.
  • Real-time market information used for daily reallocation of funds.
  • Proprietary software designed to combine technical and statistical analysis.
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    Ongoing Research

  • Analysis data updated on a daily basis.
  • Continually refining systems to meet market challenges using new data.
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    Experienced Management Team

  • David R. Kern, CLU, ChFC, CFS, has experience advising investors and designing individualized investment strategies since 1983.
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  • Brian Kern, PhD, has years of experience designing and testing software and system automation programs for a scientific approach to investment systems. He brings a strong academic background in mathematics and designing management system algorithms with a focus on both risk and return priorities.

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    David R. Kern, CFS, CLU, ChFC, is registered as a Registered Investment Advisor with the Securities and Exchange Commission and is a Registered Principal with Questar Capital Corporation, member FINRA & SIPC, 655 Fairfield Court, Suite 200 Ann Arbor, MI 48108. A copy of the ADV-Part II filing with the SEC is available upon request.
    David R. Kern Asst Management is independent of Questar Capital Corporation.

     

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