A disciplined savings plan backed by intelligent investing compounded over time can yield tremendous results. Our team of independent advisors are fee-only fiduciaries backed by decades of professional experience in financial markets. Let us help you simplify the demands of wealth management. We want you to understand your investments and truly know what you own--so that you can feel confident with your portfolio and focus on the things you love.
We take a research-driven and tax-efficient approach, using a transparent and convenient online platform. Within Separately Managed Accounts (SMAs), each investment decision is made with our clients' long-term goals and values in mind. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
We take a research-driven and tax-efficient approach, using a transparent and convenient online platform. Within Separately Managed Accounts (SMAs), each investment decision is made with our clients' long-term goals and values in mind. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Services
About
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Since 1967, Joe Kercheville has been guiding clients and their capital through market cycles with disciplined and discerning asset management strategies. In 1984 Joe founded Kercheville & Company--the first securities brokerage in San Antonio with an in-house research department. Today, as fee-only fiduciaries, we approach wealth management with the same level of diligence and dedication.
Our Mission
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To be a highly-respected, nationally-recognized investment advisory while assisting with strategies to achieve generational wealth. To earn and retain our clients' trust through effective long-term asset management, expert advice, unwavering integrity and transparency. We started Kercheville Advisors because we want to help families, individuals, and our community invest better.
Team
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Our team of independent advisors are dedicated to helping you navigate the intersection of life and money. We utilize a collaborative, research-driven approach to wealth management, adding a broader perspective and deeper knowledge to all that we do. Joe Kercheville is a proud direct descendant of two Texas immigrants who participated in securing Texas independence.
Services
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Our services are designed to simplify the demands of wealth management, so that you can invest your time in the things you love. As independent advisors we are not tied to any financial institution or investment product. We use an independent third-party to custody and safeguard your assets. This allows us to be solely committed to our clients' success.
Process
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Opportunistic long-term investors looking for innovative strategies choose Kercheville Advisors because our customized, flexible portfolio design gets results. We work with you to clarify objectives and long-term goals, all while providing independent, informed and objective guidance. Based upon the information gathered during consultation, our asset managers build a tailored portfolio that's unique to you.
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