The term “investment management services” is defined as providing portfolio management services to clients with respect to the investment of assets in a client’s account. Kershner Grosso provides such services on a discretionary basis, without requiring prior approval. Non-discretionary arrangements may be considered under certain circumstances.

Kershner Grosso holds discretionary authority for every account we manage. We make all investment decisions for the account on behalf of our clients. Our firm, without prior consultation with the client, has the flexibility to buy, sell, and otherwise trade in stocks, bonds, and other financial instruments, subject to the investment guidelines / instructions that have been established for each client’s account.

KGC is committed to getting to know our clients and understanding their needs and goals in life. Each client is different and unique, and the portfolio objectives and strategy are tailored to each client’s unique circumstances. We review the portfolio goals and objectives regularly with clients, either by phone or meeting in person, to evaluate any evolving needs and implement changes as needed.

We touch base regularly with letters or by e-mail regarding our current investment strategy or to report changes in portfolio holdings and the reason for those portfolio changes. Kershner, Grosso & Company also has a team of accountants and attorneys it works with that can assist, if needed, with complex estate planning or tax matters, ensuring comprehensive support for our clients.