Monthly Archives: December 2016
Mid Atlantic Welcomes Kerns Capital Management
Mid Atlantic would like to welcome Kerns Capital Management to our family.
Kerns Capital Management is headquartered in Houston, Texas and was founded in 1996 to provide fiduciary investment services to 401(k) retirement plan sponsors, including oversight, and investment management. The firm’s attention to prudence and its appreciation for the wealth devastation of bear markets has guided its evolution in the development of product designed to help investors grow and protect wealth. Today, KCM provides investment management and advisory services to mutual funds, hedge funds, high-net worth individuals and corporate retirement plans. KCM utilizes “intelligent” Smart Glide retirement target date strategies that are adjusted periodically and managed “To Retirement,” which is a glide path targeting the retirement date as the point where the portfolio risk is at its lowest at the end of a plan participant’s Wealth Accumulation Stage where participants are entering the Distribution Stage.
Mid Atlantic Welcomes GeaSphere Advisors
We are happy to welcome GeaSphere Advisors to the Mid Atlantic family.
Based in Cranston, Rhode Island, GeaSphere Advisors is an independent and privately owned registered investment advisory firm providing comprehensive investment research and analysis, professional money management for financial advisors and individuals, and long term financial and income planning to individuals and corporations. GeaSphere builds investment portfolios using its proprietary research philosophy called the GeaSphere Analysis System. This is a three-part system in which the first two parts are based in the research of a company’s free cash flow (current and historical) and the third part is based on a company’s price action as a gauge of investor sentiment. The GeaSphere system’s main goal is to buy securities priced at a discount to the historical relationship of the company’s Price to Free Cash Flow, which allows for determining the current buy price and future sell price based on the same relationship. All of the firm’s model portfolios use its own exclusive methods and historical data base as the basis for portfolio construction and management.