SAN ANTONIO, March 1, 2011 /PRNewswire/ -- Today's investment clients are becoming more discerning in their financial decisions and increasingly looking for proven quality in their investments and advisors, says Joe Kercheville, founder of Kercheville and Company, one of San Antonio's leading investment services firms. The firm has remained solid and steadily added clients over the past two years, making it a rarity in today's battered financial services industry.
Locally owned and operated, Kercheville and Company was founded in 1984 by Joe Kercheville, who already had decades of investment experience. The firm has held to its proven, conservative investment approach, preferring to remain local and highly committed to the San Antonio market. Unlike many financial firms that maintained highly leveraged positions over the past few years and are now facing bankruptcies or significant losses, Kercheville has consistently operated with substantial capital and no debt. The firm also has a high client retention rate, including many of San Antonio's business leaders and individuals with generational wealth, and it has steadily attracted new clients, largely due to its focus on asset preservation and growth. Through bull and bear markets, the talented team has formed long-term relationships with clients, often spanning multiple generations.
"Economic uncertainty often causes people to adopt time-honored principles of working hard, saving, and carefully researching investment alternatives," said Kercheville. "Our patience and investing discipline has paid off handsomely for our clients who have experienced less negative impact from the economic downturn."
The Kercheville team has extensive research expertise, enabling it to carefully select and monitor investments that are best suited to helping clients achieve their goals. The firm's team approach has helped it achieve a balanced approach to investing, minimizing risk without compromising upside potential. In an uncertain financial climate with rampaging national debt and the likelihood of higher taxes, Kercheville expects that his firm's approach will be further validated over the next few years, and he is optimistic about the company's future.
About Kercheville and Company
Kercheville and Company is one of the leading investment management firms in San Antonio, Texas. Founded in 1984, the company provides financial consulting and investment services based on a proven, disciplined planning and investment approach. Kercheville and Company is known for superior client service and integrity. The firm is privately held.
SOURCE Kercheville and Company