Throughout her adult life, Andrea Kerr has consistently looked for ways to improve the lives of others through her work. From being an elementary school teacher to having a real estate investment company that focused on turning tenants into home owners to being a Private Wealth Advisor, she continually strives to make people’s lives better for having worked with her.
It was through her experience as a real estate investor that Andrea developed a deep understanding of:
• The appeal and the challenges of actively owning real estate,
• The importance of alignment between investment partners – that is, ensuring risk and profit were fairly distributed, and
• That investing alongside companies offered exclusively through Exempt Market Dealers allowed her to access much larger, exclusive opportunities than she would possibly be able to access on her own.
This led her to focusing full-time on being a Private Wealth Advisor. Since completing the Exempt Market course in 2012 and being registered as Private Wealth Advisor, Andrea has focused on empowering people to make confident financial decisions about their investments by providing them education, access to fund managers at special events and ongoing updates about new and existing investments. She strives to help individuals create highly diversified portfolios that include a balance of traditional public market investments (by referral to Portfolio Managers) and alternative investments across varied asset classes, varied geographies and varied companies. She is strongly committed to her own ongoing education so that she can provide her clients the best service possible.
Andrea, a self-proclaimed nerd, is very family focused. She is mother to Simon and Sophia and one of eight children. In leading by example, she strives to create memorable and diverse experiences for her children. Whether it’s registering them in local sporting activities, encouraging them to donate their time and money to local causes, challenging them at treks in the mountains or snorkeling in tropical waters. Watching them develop into strong, confident leaders is her greatest joy and aligns closely with her belief that growth and success require the courage to step beyond one’s comfort zone.
Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.
Our Corporate Finance team is focused on identifying the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.
Raintree chooses to offer only the best private investments to our clients. We are constantly scouring the market to identify trends and opportunities that can be exploited to create wealth. Click here to read about some of the success of several of our past investments.