Robert L. Kaercher, CIMA

Rob holds the Certified Investment Management Analyst (CIMA) designation. He received his BS in Forest Resource Management from West Virginia University, and his Masters of Business Administration, with an emphasis in Finance, from Pennsylvania State University.

Rob has more than two decades of investment industry experience and is a Member of the Investment Management Consultant Association. He works closely with his clients to understand their investment goals, personal financial objectives and risk tolerances. Rob is particularly adept at providing technical information and concepts in a simpler, practical way for our clients.

Rob lives with his wife and two Great Pyrenees in Alpharetta.   Away from work he enjoys spending time with his two sons, traveling and listening to music.  Rob likes to give back to his community through various volunteer opportunities including  Habitat for Humanity home projects with his church.

Related Resources

On the Horizon: 7 Focus Areas | Second Quarter 2018
While unanticipated events always occur, there are typically some themes, data points and awaited events that can impact markets.
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Market Recap – Volatility Settles Down | Second Quarter 2018
Market volatility leveled off during the 2nd quarter, but that was more reflective of just how extreme 1st quarter volatility
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Market Recap – The Return of Volatility | First Quarter 2018
The first quarter of 2018 was a good reminder of just how quickly change can occur in the investing world.
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Summary: First Quarter 2018
During periods of uncertainty it is important to not get caught up in the daily barrage of headlines and tweets.
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A Deeper Dive – The Impact of Rising Interest Rates | 1st Quarter 2018
The Federal Reserve has made it clear that they are finally on a path to “normalizing” rates.
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