DRKAM Résumé

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Mission Statement: Commitment to Excellence

Our mission is to help investors establish and maintain long-term investment and contingency programs to reduce volatility and to increase their net worth.

Our focus on risk management follows from our zeal to help investors keep the benefits of their hard work and thrift.

Investment Management

David R. Kern Asset Management is an independent investment advisory firm offering comprehensive investment management programs to accommodate your personal financial goals. Investors can choose from a number of fee based active investment programs. These programs are designed to reduce the many risks associated with long-term investing, and enhance returns by conserving principal during periods when asset values decline due to market or interest rate risks. The Dynamic Portfolio Allocation Programs offer our own private money management.

Professional Experience

David R. Kern, CFS, CLU, ChFC, has been in the investment and insurance business since 1975, providing clients with financial and contingency programs.

Dave has been a Registered Investment Advisor since 1989, providing comprehensive investment management, risk management, and retirement planning programs for hundreds of individuals and companies.

Education

Chartered Life Underwriter, American College, Bryn Mawr, Pennsylvania
Chartered Financial Consultant, American College, Bryn Mawr, Pennsylvania
Certified Fund Specialist, Institute of CFS, La Jolla, California
BS in Education and Business, Indiana University, Bloomington, Indiana

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Securities offered through Questar Capital Corporation, member FINRA and SIPC.

David R. Kern Asset Management, a Registered Investment Advisor, is independent of Questar Capital.

David R. Kern, Registered Principal