Kerr’s process is customized to your individual needs and informed by deep knowledge of financial planning and tax provided by a team of highly accredited individuals working together. Kerr uses an institutional due diligence process to select and monitor managers which gives you co-ordinated access to world class managers that pair well together to optimize risk adjusted returns. With our diversified professional team, we ensure that your investment strategy is well integrated with your family’s overall tax and planning situation to help optimize your overall financial resources.