Listen: Todd Beiley Discusses the Markets, Stock Selection on “MoneyLife with Chuck Jaffe” Podcast
With Todd Beiley, CFA Portfolio Manager & Senior Research Analyst
Watch: Overview of Our Wealth Advisory Services

Learn how KAR builds and protects wealth for its clients

Experience.

With more than 100 years of collective industry experience, our advisors know how to build and preserve client wealth. Learn more

Think: Outsmarting Volatility
Find out how KAR’s Small Cap Core portfolio may be able to outperform passive indexes, while avoiding steep losses over the long-term.
Read: Market Review Fourth Quarter 2016
Commentary by Douglas S. Foreman, CFA, Chief Investment Officer
Read: Five Questions from Investors About the Stellar Year in Small-Cap Stocks  
KAR CIO Doug Foreman provides insight on the 2016 performance for small-cap stocks, which outperformed large stocks for the year, in addition to his outlook for small stocks in 2017.
Meet
Y. Allen Kim, CFA
Director, Manager Research and Investment Solutions

Trust.

We don’t just build portfolios. We build relationships. Learn more

December 05 2016

Award: InvestmentNews Ranks KAR One of the Top Fee-Only RIAs

InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs. Read More.

September 13 2016

Award: Barron’s Ranks KAR #3 in its Top 100 Independent Advisors List for 2016

KAR ranks in Barron’s Top 10 for the fourth straight year. Read more.

 

Meet
Jeannine Vanian
Chief Operating Officer and member of the Executive Management Committee
September 13 2016

Award: Barron’s Ranks KAR #3 in its Top 100 Independent Advisors List for 2016

KAR ranks in Barron’s Top 10 for the fourth straight year. Read more.

 

S&P
500
Russell
2000
Nasdaq
100