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

Market Recap – Economic and Geopolitical Concerns Impact Markets | Fourth Quarter 2018
In a nutshell:  The past year will be remembered as a year in which nearly every major asset class and...
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Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
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Market Outlook – Broad U.S. Markets Remain Relatively Expensive | Third Quarter 2018
Bond valuations and future expectations have improved marginally as yields have crept higher.
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Market Recap – U.S. Leads Global Markets | 3rd Quarter 2018
Despite large gains in U.S. markets, full-year global market returns remained relatively modest.
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