Investment Approach

KerberRose Wealth Management - Finance Tree

Team Approach and Diversity

No financial advisor can know everything, and no single investment management strategy works every time. At KerberRose Wealth Management LLC we believe a team of experienced financial advisors using a thoughtful combination of investment strategies maximizes the likelihood of achieving your personal financial goals.

Investment Selection

At KerberRose Wealth Management LLC our financial advisors work closely with clients to determine the most appropriate asset allocation based on their specific investment objectives and individual risk tolerance levels. Our investment strategy involves a longer-term investment emphasis that seeks to accomplish consistent returns over time. Each asset allocation is customized to fit a client’s unique objectives.

  • KerberRose Wealth Management utilizes four asset categories including cash, fixed income, equities, and alternative investments.
  • Cash allocations may be an appropriate solution when liquidity is required. Cash investments include money-market funds, U.S. agency and other short-term fixed income securities and municipal instruments.
  • Fixed income investments are an essential building block in an investment portfolio. They provide a steady cash stream which may reduce the possibility of capital loss. Examples of fixed income investments include annuities, coupon bonds, municipal bonds and treasury bonds.
  • Equities are an important growth element in a portfolio. An equities portfolio should be well-diversified using a combination of large and small capitalized stocks, domestic and international stocks, and varying equity types including value, core and growth.
  • Alternative investments include vehicles such as private equity, hedge funds or real estate. Adding alternative investments with low correlation to other investments in a portfolio may reduce the volatility of portfolio yields.

KerberRose Wealth Management - Calculator and Graphs

Honest and Objective

At KerberRose Wealth Management LLC you can expect to receive honest and objective guidance. We believe our objectivity facilitates superior client service. Our investment strategies are well planned to provide solid results. In the end, our success is dependent on your success.

Contact Us

KerberRose Wealth Management LLC
115 E. 5th Street
Shawano, WI 54166

Phone 800-729-2065
Phone (Alt) 715-526-9400
Fax 715-524-2599

Download our firm ADV Brochure

KerberRose Wealth Management LLC is a registered investment advisory firm and the wealth management subsidiary of KerberRose Holdings LLC. Investment Advisory services offered through Investment Advisor Representatives of KerberRose Wealth Management LLC. We currently have individuals licensed to offer securities in the state of Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA’s BrokerCheck.