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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.

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