Broker Check

Our Process

Opportunistic long-term investors looking for innovative strategies choose Kercheville Advisors because our customized, flexible portfolio design gets results.

Consult

We work with you to clarify objectives and long-term goals, all while providing independent, informed and objective guidance.

Build

Based upon the information gathered during consultation, our asset managers build a tailored portfolio that's unique to you.

Monitor

We stay in-tune and up-to-date with companies of interest and are proactive when we identify new opportunities.

Rebalance

As market cycles and life-stages progress, your portfolios adapt and change.

Maintain

We think and invest like business owners--keeping a long-term focus in sight with generational wealth as the ultimate goal.

We aim to earn and retain your trust through expert advice, unwavering integrity, and transparency, while assisting with strategies to achieve long-term financial goals for you and your family.

Have a Question

Thank you! Oops!
<p>It May Be Time for a Financial Checkup</p>

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More
<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn More
<p>Social Security: The Elephant in the Room</p>

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn More