Our Firm.

Why Fern Financial?

Our diverse suite of services goes beyond traditional wealth management offerings. By leveraging cross-platform expertise and assets, we are uniquely positioned to provide full-service, collaborative solutions to our clients at every stage of their life.

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What To Expect

We are structured to support the unique needs of high-net-worth individuals and families. We enhance our clients’ remarkable achievements and ever-changing lifestyles by developing personalized and sophisticated investment portfolios that address their immediate needs and preserve wealth for generations.

INDEPENDENCE

As an independent Registered Investment Adviser, we are able to provide objective advice in a more comprehensive way than traditional banking and investment firms.

TRANSPARENCY

We built our firm on a foundation of transparency. Keeping our clients informed in a consistent and timely manner is key to building trusted relationships that leads to financial success.

SIMPLIFY

Our clients come to us to delegate and simplify their financial lives. We’ve developed services to help you achieve financial peace of mind and give you back time to focus on your family and career.

INVEST

Our clients delegate the responsibility to us to protect and grow their wealth. We aim to maximize our clients’ risk-adjusted return by utilizing public markets and alternative investments.

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Investment Policy

Building investment portfolios for our clients starts with understanding the needs, goals, and tolerance for risk of our clients.

We utilize traditional investments in the equity and fixed-income markets to build diversified portfolios tailored to each client. We strongly believe alternative investments can provide additional opportunities for diversification and returns. Each client portfolio is managed based on a unique Investment Policy Statement that is reviewed annually and used as our guide for management.
We embrace global equity markets as a foundational element, strategically harnessed to construct a well-rounded and diversified equity portfolio. By harnessing the breadth of opportunities across global markets, we aim to capitalize on diverse sectors, industries, and geographical regions. This approach ensures that our investment strategy remains resilient and primed to capture potential growth while managing risk.
Our approach to the fixed-income asset class centers on its pivotal role in fortifying portfolio stability and generating consistent yields. By managing for duration, credit, and tax efficiency, we strategically navigate market fluctuations and credit risk. Our investment strategy aims to optimally balance risk and reward to foster a resilient and income-generating portfolio.
Our approach to alternative investments covers a broad range of non-public investments including real estate, hedge funds, venture capital, and private equity. We utilize alternative investments for accredited clients to achieve greater diversification and potential for outsized growth.