Our Difference

“Do the Right Thing”
– John Anderson, Founder

Our firm was founded on this guiding principle, which sums up our commitment to maintain the highest level of integrity and honesty in our approach to our work, our colleagues, and, most importantly, our clients.

In 1984, John Anderson, a well-known Los Angeles businessman and named benefactor of UCLA’s Anderson School of Management, and his partners, Richard Kayne and Allan Rudnick, created a firm to manage their own wealth. Over time they developed an approach to wealth management and investment opportunity that focused on high-quality investments. This same careful stewardship is what we extend to our clients.

The KAR difference is distinguished by our experience, our people and our approach.

Watch: Overview of Our Wealth Advisory Services

Learn how KAR builds and protects wealth for its clients

Experience

Over 30 years helping clients build, manage,
and preserve wealth.

Advisors with over 100 years of collective industry experience

Professionals with CFA, CFP®, MBA and CPWA® credentials

40% of employees have been with the firm over 10 years

People

Singular focus on building long-term relationships built on trust. 

Average client retention rate: 94%

Average client relationship: 10 years

Approach

Customized financial planning and investment solutions for every client

Dynamic financial planning focused on helping clients achieve life and financial goals

Access to both proprietary investment strategies and thoroughly researched outside managers

Exposure to fixed income, equity, and alternative asset classes through separately managed accounts, mutual funds and ETFs