High Quality, High Conviction Investing
A Singular Focus on What We Believe Are the Finest Few.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

RANKING CRITERIA

PSN Top Guns Manager of the Decade 4Q 2024: The PSN Top Guns Manager of the Decade ranking was issued in February 2024 and covers the ten-year period ending December 31, 2024. KAR did not pay any fees to participate in the ranking; however, KAR has paid fees for a license to reprint and distribute the results of the ranking and use of the PSN Top Guns Manager of the Decade logo.

Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

Forbes “Best-In-State Wealth Advisors”: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

Forbes Top RIA Firms 2024 ranking was issued in October 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

The Wealth for Good Awards Best CSR (Corporate Social Responsibility) Programme – Americas Region was award in June 2022 and covers the year 2022. KAR did not pay any fees to participate in the Wealth for Good Awards; however, KAR did pay fees for an advertisement and article placement after it was notified that it won.