News & Awards

Read the latest news about KAR.

Emerging Markets Small Cap Portfolio Manager Hyung Kim Speaks with Barron’s on How an EM Fund Stays on Top
Taking a long-term view on emerging market economies
Read the press release
Emerging Markets Small Cap Portfolio Manager Hyung Kim Speaks with Barron’s on How an EM Fund Stays on Top
How an Emerging Market Stock Fund Stays on Top, With Less Risk
August 26, 2022
Taking a long-term view on emerging market economies

In this piece, Portfolio Manager & Senior Research Analyst, Hyung Kim discusses his background growing up in South Korea, areas of opportunity in emerging markets, and KAR’s approach in identifying quality investments.

 

Read the full feature: https://www.virtus.com/articles/how-an-emerging-market-stock-fund-stays-on-top-with-less-risk

Wealth Advisor Tyler Sterk Quoted in Financial Advisor
The carried interest provision lived to see another day as Senate Democrats moved to remove a provision that would have narrowed the preferential tax treatment on the share of profits earned by private equity partners or hedge fund managers.
Read the press release
Wealth Advisor Tyler Sterk Quoted in Financial Advisor
Carried-Interest Tax Provision Safe, But Only For Now
August 22, 2022
The carried interest provision lived to see another day as Senate Democrats moved to remove a provision that would have narrowed the preferential tax treatment on the share of profits earned by private equity partners or hedge fund managers.

Wealth advisor, Tyler Sterk, shares his insights on how carried interest tax is generally at the more favorable long-term capital gains rate at 20%, rather than the ordinary income tax rate at 37%.

 

Read full article: https://bit.ly/3ADYEDK

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.

The Case for Quality in Times of Turbulence
In a recent WealthManagement.com byline, Senior Wealth Advisor Sam Waltman, CFA discusses how to navigate stock market volatility and inflation as we forge ahead into the second half of 2022.
Read the press release
The Case for Quality in Times of Turbulence
The Case for Quality in Times of Turbulence
August 16, 2022
In a recent WealthManagement.com byline, Senior Wealth Advisor Sam Waltman, CFA discusses how to navigate stock market volatility and inflation as we forge ahead into the second half of 2022.

At KAR, our investment thesis centers around identifying and investing in high-quality companies. We seek to own differentiated businesses with enduring competitive protections, favorable long-term prospects, and exceptional economic characteristics. Given the current rising interest rate environment and volatility in the equity market, we believe there are opportunities created for advisors and their clients to invest in high quality names.

 

Read Sam’s mid-year outlook: https://bluetoad.com/publication/?i=758140&article_id=4327006&view=articleBrowser&ver=html5

 

Contact Sam to learn about our wealth advisory services.

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.

Facing Unplanned Financial Needs
Senior Wealth Advisor Dustin Gale weighs in on your options for accessing emergency cash.
Read the press release
Facing Unplanned Financial Needs
Does Your Client Need Emergency Cash? Here Are Some Options
August 15, 2022
Senior Wealth Advisor Dustin Gale weighs in on your options for accessing emergency cash.

Senior Wealth Advisor Dustin Gale was quoted in a Financial Advisor Magazine piece regarding options to access emergency cash given rising interest rates. Read the full article: https://bit.ly/3R4A7NF

Do you have questions about accessing cash for an emergency? Contact Dustin.

Is Cash Really King in Tumultuous Markets?
Senior Wealth Advisor Brian Chang discusses behavioral finance’s role in volatile markets in his recent byline in Rethinking65.
Read the press release
Is Cash Really King in Tumultuous Markets?
Is Cash Really King in Tumultuous Markets?
August 11, 2022
Senior Wealth Advisor Brian Chang discusses behavioral finance’s role in volatile markets in his recent byline in Rethinking65.

“Part of the problem is that investors are fighting their own psychology. They’ve been conditioned to believe that if they try harder, they will get better results.”Brian Chang

 

More than ever, in today’s environment, advisors must understand how their clients react to market events and how that influences their decision-making.  In his byline, Brian discusses encouraging clients to act in concert with risk tolerance, the strategy of holding sufficient cash to feel comfortable during a market correction, and considering alternatives as a substitute for low-return traditional assets.

 

Read the full article here: https://bit.ly/3Pisx0f

 

Contact Brian to learn about your investing options in a volatile equity market.

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.

KAR SF Office Ranks #5 Largest Wealth Management Firm in the Bay Area
The San Francisco Business Times ranks KAR No. 5 on its annual listing of the largest wealth management firms in the Bay Area.
Read the press release
KAR SF Office Ranks #5 Largest Wealth Management Firm in the Bay Area
August 08, 2022
The San Francisco Business Times ranks KAR No. 5 on its annual listing of the largest wealth management firms in the Bay Area.

The listing is ranked by local assets under management for individual client accounts. The list includes wealth management firms with offices located in the Bay Area, specifically Alameda, Contra Costa, Marin, San Francisco, and San Mateo counties. Information required to compile this ranking was obtained from firm representatives and independent San Francisco Business Times research. KAR has not paid fees to the award sponsor to obtain the ranking. 

View the complete ranking here.

 

Contact us to schedule time to speak with our SF based advisors about your investment portfolio.

 

Is it a Good Time for a Roth IRA Conversion?
Senior Wealth Advisor Kevin O’Regan quoted in the Wall Street Journal
Read the press release
Is it a Good Time for a Roth IRA Conversion?
August 6, 2022
Senior Wealth Advisor Kevin O’Regan quoted in the Wall Street Journal

Boston based Kevin O’Regan weighs in on Bailey McCann’s recent piece on whether now is a good time to convert a traditional IRA to a Roth IRA.  He also shares how to plan for the tax penalties/benefits that come with it.

 

Read the article: https://on.wsj.com/3vS1AK0

 

Contact Kevin with your questions about Roth IRA conversions.

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.
KAR Named to Financial Advisor Magazine’s 2022 “RIA Survey & Ranking” List
Kayne Anderson Rudnick has ranked 10th overall on Financial Advisor Magazine’s “RIA Survey & Ranking” list for 2022.
Read the press release
KAR Named to Financial Advisor Magazine’s 2022 “RIA Survey & Ranking” List
July 20, 2022
Kayne Anderson Rudnick has ranked 10th overall on Financial Advisor Magazine’s “RIA Survey & Ranking” list for 2022.

The ranking methodology includes 2021 year-end discretionary and non-discretionary assets under management, percentage of growth in assets from 2020-2021, assets per client, percentage of growth in assets per client and percentage change in number of clients.

 

For the full ranking consisting of 534 RIAs, visit: here.

 

“We are honored to be recognized by Financial Advisor Magazine with a top 10 ranking of over 500 notable RIA firms,” said Stephen A. Rigali, Kayne Anderson Rudnick Executive Managing Director and Member of the Executive Management Committee. “This ranking is reflective of our specialized, high quality investment strategies and the approach of our investment and wealth managers during a unique time in the market cycle.”

 

To be eligible for the ranking, firms must be independent registered investment advisors, file their own ADV statement with the SEC and provide financial planning and related services to individual clients. This survey does not apply to hybrid RIAs and corporate RIAs. KAR did not pay any fees to participate in the Financial Advisor Magazine ranking.

A Long-Standing Culture of Diversity and Inclusion - a special WealthBriefing report on KAR’s corporate social responsibility program
Jeannine Vanian, COO, talks about KAR’s CSR Program and the firm’s long fostered culture of diversity and inclusion.
Read the press release
A Long-Standing Culture of Diversity and Inclusion - a special WealthBriefing report on KAR’s corporate social responsibility program
July 01, 2022
Jeannine Vanian, COO, talks about KAR’s CSR Program and the firm’s long fostered culture of diversity and inclusion.

The June 2022 edition of Acclaim Magazine recognized leaders across the global wealth management industry through the WealthBriefing Awards Programme. Recognized for the category “Best CSR Staff Programme- Americas”, Jeannine comments “We are known for our investment acumen. We see this award as a way to showcase our commitment to forging meaningful connections with the people around us, attracting community-oriented advisors and creating an outlet for CSR-minded clients.

 

She shares community initiatives that the firm focuses on and how clients and employees participate in KAR’s CSR program.

Read the full article to learn more about our CSR program.

 

 

 

The Wealth For Good Awards are independently judged based solely on the basis of entrant’s submissions and their response to a number of specific questions, which are answered by focusing on the client experience rather than purely quantitative performance metrics. The awards recognize the very best operators in global wealth management with “independence”, “integrity”, and “genuine insight”, the watchwords of the judging process. While the judging process is completely independent of any commercial arrangements between the participants and the organizers, it is expected that winners have an obligation to work with the organizers to promote their award and this obligation is separate to attendance at an awards ceremony. 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. For additional information regarding the Wealth For Good Awards and methodology, please visit https://clearviewpublishing.com/events/the-wealth-for-good-awards-2022/

A Time to Stress About a Bear Market?
Senior Wealth Advisor Spuds Powell speaks on a possible bear market in recent LA Business Journal article
Read the press release
A Time to Stress About a Bear Market?
Bear Market? No Stress
June 27, 2022
Senior Wealth Advisor Spuds Powell speaks on a possible bear market in recent LA Business Journal article

In this special report, Spuds joins other experts to weigh in on how this bear market is different than past ones and the investing opportunities it could create.

 

“Despite the doom and gloom, there’s a lot to be optimistic about in the current market that could steer the economy away from a recession, or at least make it a minor one.”

 

Click to read the full article: https://labusinessjournal.com/finance/banking/bear-market-no-stress/

 

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.

Working With Financially Independent Widows
KAR Managing Director Spuds Powell discusses his work with financially independent widows and how helping them feel comfortable & confident comes down to the ability to earn their trust.
Read the press release
Working With Financially Independent Widows
Working With Financially Independent Widows
June 26, 2022
KAR Managing Director Spuds Powell discusses his work with financially independent widows and how helping them feel comfortable & confident comes down to the ability to earn their trust.

Spuds follows a three-step process for getting his clients up to speed on taking charge of their financial affairs and provides a surviving spouse checklist to help manage financial obligations.

 

Learn about the steps he takes in Jeff Benjamin’s recent InvestmentNews profile: https://bit.ly/3OvGwjL

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.

Brian Chang Named as ‘40 Under 40’ Honoree by InvestmentNews
Brian Chang, Senior Wealth Advisor for Kayne Anderson Rudnick, has been recognized in the 2022 InvestmentNews class of 40 Under 40. Selected by a team of reporters and editors out of hundreds of online nominations, these individuals consist of financial advisors and wealth managers and young professionals from the asset management and academic industries who have assembled an impressive list of achievements and goals before turning 40.
Read the press release
Brian Chang Named as ‘40 Under 40’ Honoree by InvestmentNews
June 17, 2022
Brian Chang, Senior Wealth Advisor for Kayne Anderson Rudnick, has been recognized in the 2022 InvestmentNews class of 40 Under 40. Selected by a team of reporters and editors out of hundreds of online nominations, these individuals consist of financial advisors and wealth managers and young professionals from the asset management and academic industries who have assembled an impressive list of achievements and goals before turning 40.

For more information on 40 Under 40, visit: https://40under40inadvice.com/about-2/.

 

Brian’s background and ability to speak Mandarin allows him to uniquely gain trust and comfort from his clients, many of which are of Chinese descent,” said Stephen A. Rigali, Kayne Anderson Rudnick Executive Managing Director and Member of the Executive Management Committee. “KAR ensures that every client, no matter their ethnicity or cultural relationship with money, is understood. Brian is a model example of that, and the KAR Executive Committee would like to congratulate him on this recognition.”

 

In addition to his work with clients, considered for this recognition was Brian’s philanthropic work volunteering with the Los Angeles-area Taiwanese Chamber of Commerce, giving frequent presentations on financial topics to teenagers and pre-retirees.

 

Read more about Brian Chang and his 40 Under 40 recognition, here.

 

About Kayne Anderson Rudnick
Kayne Anderson Rudnick is an investment and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in Los Angeles, the firm has $65 billion in assets under management as of December 31, 2021. The company manages assets for corporations, endowments, foundations, public entities, and high net worth individuals. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

 

 

 

KAR makes no warranty as to the accuracy or reliability of the information contained herein. KAR has not paid fees to the award sponsor to obtain the award.  The firm has paid a fee to license use of the InvestmentNews 40 Under 40 logo.

Navigating the Hurdles of Cash Windfalls
San Francisco Bay Area based Senior Wealth Advisor Tom Connaghan shares his insights with Think Advisor on the unexpected challenges significant wealth creation can pose.
Read the press release
Navigating the Hurdles of Cash Windfalls
From IPOs to Sudden Inheritances: Helping Clients Navigate the Hurdles of Cash Windfalls
June 9, 2022
Tom Connaghan
San Francisco Bay Area based Senior Wealth Advisor Tom Connaghan shares his insights with Think Advisor on the unexpected challenges significant wealth creation can pose.

As a long-time wealth advisor in the Bay Area, I’ve seen my share of young entrepreneurs catapulted into higher income brackets and new lifestyles after their tech start-up generated a windfall of cash. But while they welcome financial success, they are often unprepared for the diversification, risk mitigation and tax liability reduction decisions their newfound wealth requires.

 

Such windfalls, of course, are not reserved for Silicon Valley luminaries. They are also common among early-stage employees who’ve accumulated shares at multiple companies and children who’ve become sudden heirs after the untimely death of a parent. Whether from major cash-outs, accumulated company shares, unexpected inheritances or divorce settlements, significant wealth creation can pose unexpected challenges for these clients.

 

The Face of Newfound Wealth

Clients with newfound wealth can include founders, co-founders or early-stage employees of start-ups that generated windfalls from an IPO during or after their employment. Some acquired new wealth may also result from a merger, acquisition, or other liquidity event.

 

They might emerge from a six-year stint to capture a $20 million windfall after taking a tech venture public. They may be surprised by a $15 million pay-out as a result of an IPO at a previous employer where they thought their shares had been diluted.

 

The intense success over a compressed timeframe with little exposure to loss can leave young entrepreneurs with a distorted sense of risk. Most of their wealth, and therefore risk, is typically tied up in their company. Founders who became wealthy by employing risky strategies may be wired to assume outsized risk with their assets or prone to miscalculating risk with highly concentrated positions.

 

That distortion might be more acute with clients who invested entirely within the recent bull run—and all within the confines of the Silicon Valley ecosystem and its disproportionate number of successful start-ups. They may become overly optimistic and unprepared for an eventual downturn if their company vastly outperformed the broader market for several years. It’s critical for them to understand the role diversification and risk management plays.

 

Other clients may have seen their wealth balloon in their late 20s before experiencing additional windfalls in their 30s from multiple firms, requiring ongoing risk and balance sheet management. Instead of instant wealth from a major IPO, they have accumulated shares in the form of restricted stock units (RSU) or other compensation.

 

As early-stage employees, they receive the most valuable equity at the firms. But that equity dilutes over time. Once the RSUs are vested, they have less incentive to stay and often leave to restart the cycle at another firm.

 

It could also be a client who receives a family inheritance after the unexpected death of a parent, perhaps with assets from appreciated property values, a scenario which has become more common during the pandemic.

 

Understanding Risk & Protecting Assets

Financial advisors serve as a client’s guide through defining and achieving their financial goals, oftentimes shepherding them through uncharted territory. While some seek advice in anticipation of a windfall, others wait until their money is in hand. By the time they reach our office, they are often overwhelmed by the management their wealth demands. That is why, in our experience, it is important to engage with an advisor they trust, and as early in the process as possible.

 

Some clients may struggle to understand the consequences of holding a concentrated position with company stock. They seek our expertise about whether they should hold their shares or sell them immediately and, if they sell, how to reinvest the proceeds. Others want to know the tax implications and whether they qualify for a federal exemption. For some, company stock that comprises the bulk of their compensation plan may have lost value.

 

Through consistent communication, we strive to help clients understand how to grow and protect their assets. Specifically, we ensure accounts are organized, estates are properly settled, and investments are seamlessly transferred. We also connect them to a wider network of accountants, estate attorneys, and other third-party professionals.

 

Additionally, we research companies and conduct risk assessments to gauge tax liability. By generating detailed analyses, we believe we can illustrate how market events can impair businesses. We help them understand the scope of their wealth and work to deter them from making mistakes common among the newly wealthy.

 

As collaborators, we offer access to what we believe are timely investing ideas and walk clients through capital markets complexities that technologically based alternatives, such as robo-advisors, may not offer. As we see it, we are trusted advocates who strive to actively identify investment opportunities – many of which clients are unaware of – and provide counsel on the latest investment trends dominating headlines.

 

For example, we can diversify a portfolio for someone who is sitting on a highly concentrated position with company stock simply to avoid a hefty capital gains tax. We may suggest cutting existing shares to reduce that liability for a client who has vested shares periodically coming due.

 

Clients are typically focused on growing and taking risks. But for those prioritizing risk management over performance, we might reserve one portion of their assets for living expenses and another for risk taking.

 

For sudden heirs, we can serve as a guide through a time of stress and confusion. In instances where we have already advised an heir’s parents, we believe we are better positioned to incorporate their specific allocation needs and risk tolerances, whether conservative or uber aggressive. If needed, we can expand our role by identifying tax efficiencies or ways to unwind exposure for heirs at publicly-traded tech companies.

 

These scenarios present a prime opportunity for advisors to help clients navigate new terrain. For us, they create an opening to demonstrate our value with younger investors who may not be sophisticated investors but are less likely to hire an advisor. We can pick up where self-directed brokerage accounts leave off. Ultimately, we believe we can cultivate lasting relationships, helping clients achieve the financial freedom and security they crave.

 

Contact our San Francisco office today.

 

Reprinted with permission from the June 9, 2022 online edition of Think Advisor © 2022 ALM Global Properties, LLC. All rights reserved. Further duplication without permission is prohibited, contact 877-256-2472 or .

KAR Senior Wealth Advisors Named Five Star Wealth Managers
The KAR team is pleased to have Curt, Dustin, Spuds and Randy named as Five Star Wealth Managers once again.
Read the press release
KAR Senior Wealth Advisors Named Five Star Wealth Managers
KAR Senior Wealth Advisors Named Five Star Wealth Managers
May 31, 2022
The KAR team is pleased to have Curt, Dustin, Spuds and Randy named as Five Star Wealth Managers once again.

KAR is proud to announce that four of our senior wealth advisors have been named as Five Star Wealth Managers for 2022.

Los Angeles:

Orange County:

According to Five Star Professional, the program’s objective is to recognize wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice.”

Commenting on the recognition, Stephen Rigali, KAR Executive Managing Director said: “The KAR team is pleased to have Curt, Dustin, Spuds and Randy named as a Five Star Wealth Manager once again.  Being recognized across consecutive years is a testimony to their ongoing commitment to delivering a high level of service to their clients.”

For more information on the Five Star award and the research/selection methodology, go to https://www.fivestarprofessional.com/public/wmresearch. 3,781 Los Angeles-area wealth managers were considered for the award; 150 (4% of candidates) were named 2022 Five Star Wealth Managers. 2,482 Orange County-area wealth managers were considered for the award; 143 (6% of candidates) were named 2022 Five Star Wealth Managers.

 

Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients. For more information regarding Five Star Professional’s program and research methodology, please visit their website here: https://www.fivestarprofessional.com/public/wmresearch

KAR Awarded Best CSR (Corporate Social Responsibility) Programme – Americas Region
The firm joins the growing ranks of the global wealth management industry which recognizes the importance of promoting the highest standards of ethical and sustainable behaviors.
Read the press release
KAR Awarded Best CSR (Corporate Social Responsibility) Programme – Americas Region
May 31, 2022
The firm joins the growing ranks of the global wealth management industry which recognizes the importance of promoting the highest standards of ethical and sustainable behaviors.

Los Angeles – KAYNE ANDERSON RUDNICK DEMONSTRATES COMMITMENT TO ETHICAL STANDARDS WITH WEALTH FOR GOOD AWARD

 

Kayne Anderson Rudnick was awarded the ‘Best CSR (Corporate Social Responsibility) Staff Programme – Americas’ at the Inaugural WealthBriefing Wealth for Good Awards, 2022.  The firm joins the growing ranks of the global wealth management industry which recognizes the importance of promoting the highest standards of ethical and sustainable behaviors.

 

Showcasing the most ethical wealth management businesses globally, the awards have been designed to recognize outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated commitment to the highest standards in relations to clients, colleagues and the wider community during the year’.

 

The WealthBriefing Wealth for Good Awards are part of a global program run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.

 

Participants around the world recognize that winning awards is particularly important in these challenging times as it gives clients reassurance that their advisors and business partners are upholding the highest standards in the industry as well as in the solidity and sustainability of the winner’s business and operating model.

 

Commenting on the firm’s triumph, Jeannine Vanian, KAR Chief Operating Officer said: “We dedicate ourselves to developing a team that exemplifies diversity and embraces the needs of the people who surround us, and it is our honor to receive this award.”

 

Find out more here.

 

 

The Wealth For Good Awards are independently judged based solely on the basis of entrant’s submissions and their response to a number of specific questions, which are answered by focusing on the client experience rather than purely quantitative performance metrics. The awards recognize the very best operators in global wealth management with “independence”, “integrity”, and “genuine insight”, the watchwords of the judging process. While the judging process is completely independent of any commercial arrangements between the participants and the organizers, it is expected that winners have an obligation to work with the organizers to promote their award and this obligation is separate to attendance at an awards ceremony. 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. For additional information regarding the Wealth For Good Awards and methodology, please visit https://clearviewpublishing.com/events/the-wealth-for-good-awards-2022/

Consumer Subscription Psychology Changing
Reuters Column: 'Peak subscription' a red flag for U.S. economy and markets
Read the press release
Consumer Subscription Psychology Changing
May 16, 2022
Reuters Column: 'Peak subscription' a red flag for U.S. economy and markets

The rising inflation environment is leading consumers to reevaluate where their dollar is spent. Specifically, subscription based streaming services that thrived during the pandemic lockdown are beginning to see their subscription numbers drop.

Click here to read the full article.

ThinkAdvisor Article: A Brief History of Economic Cycles
Brian Chang Quoted in ThinkAdvisor Article: A Brief History of Economic Crises, Crashes and Recoveries
Read the press release
ThinkAdvisor Article: A Brief History of Economic Cycles
A Brief History of Economic Crises, Crashes and Recoveries
May 16, 2022
Brian Chang Quoted in ThinkAdvisor Article: A Brief History of Economic Crises, Crashes and Recoveries

Senior Wealth Advisor Brian Chang, CFA, CFP® recently shared his insights with Ben Mattlin of ThinkAdvisor regarding how investors responded to past economic crises and how that strategy relates to today’s combat against market volatility & inflation. Read the full article: https://bit.ly/3kKbE1L

7 Tips for Tax Loss Harvesting
Now may be a good time to consider tax loss harvesting strategies
Read the press release
7 Tips for Tax Loss Harvesting
7 Tips for Tax Loss Harvesting
May 16, 2022
Now may be a good time to consider tax loss harvesting strategies

Recent market volatility may provide investors with an opportunity to offset capital gains by selling securities at a loss.  Senior Wealth Advisor Spuds Powell shares his thoughts on how to make employing a tax loss harvesting strategy effective by having an interim strategy to maintain exposure to the markets.

 

Read the Barron’s Advisor article: https://bit.ly/3lGJXaw

 

The information provided here should not be considered to be tax advice and all investors should consult their tax professional about the specifics of their own tax situation to determine any proper course of action for them. KAR does not provide tax advice and nothing herein should be construed as tax advice, and information presented here may not be true or applicable for all income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.

KAR Senior Wealth Advisors Named 2022 Leaders of Influence
Kayne Anderson Rudnick (KAR) is proud to announce that Spuds Powell, Managing Director, and Darnel Bentz, Senior Wealth Advisor, were recently named “Leaders of Influence: Wealth Managers” by Los Angeles Business Journal.
Read the press release
KAR Senior Wealth Advisors Named 2022 Leaders of Influence
May 13, 2022
Kayne Anderson Rudnick (KAR) is proud to announce that Spuds Powell, Managing Director, and Darnel Bentz, Senior Wealth Advisor, were recently named “Leaders of Influence: Wealth Managers” by Los Angeles Business Journal.

Commenting on the honorees, Stephen Rigali, KAR Executive Managing Director said: “The KAR team is proud to congratulate Spuds and Darnel on this well-deserved recognition. Their commitment to our clients and the values of the firm exemplifies the goals of KAR as an organization and our culture.”

According to the Los Angeles Business Journal, the honoree profiles were drawn from submitted nomination materials, and “those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.” The nominee profiles feature information about their careers, practice, and a look at what makes them leaders in their field.

A highlight from the write-up on Spuds included: “Powell also is recognized as a wealth manager who advocates for ‘playing great defense’ during challenging economic environments. Clear communications with clients to define risk and their comfort giving a little upside in periods of volatility and high market risk is a strategy that Powell’s clients say they greatly value.”

Darnel’s profile highlighted: “Bentz focuses on the integration of alternative investment strategies and the customization of client financial plans. His ability to connect and build strong bonds with his clients allowed him to achieve a record year at KAR, adding $100 million in client assets as of the end of 2021. Bentz’s professional priority is for clients to experience the highest-quality service, gain valuable peace of mind, and have confidence that their life goals are obtainable and will be achieved.”

To read the full honoree feature, including individual profiles of Spuds and Darnel, click here.
To access the full list honoree PDF, click here.

 

KAR has not paid fees to the award sponsor to obtain the award and does not anticipate that it will pay fees to re-license the award. KAR sponsored an ad in the 2022 Los Angeles Business Journal Leaders of Influence: Wealth Management publication but doing so was not a prerequisite to winning the award.

Merits in Munis Report
In Citywire’s March Due Diligence report, Kim Friedricks, Managing Director, Fixed Income shares her insights on volatility in the US treasury market.
Read the press release
Merits in Munis Report
May 3, 2022
In Citywire’s March Due Diligence report, Kim Friedricks, Managing Director, Fixed Income shares her insights on volatility in the US treasury market.

“In our view, it is preferable to trade into the market a little at a time, looking for what we think are the highest quality opportunities each day rather than going all in on any given day”.

 

Click to read the full piece.

 

To learn more about our Fixed Income services, click here.

Spuds Powell and Tom Connaghan Recognized by Forbes as Best-in-State for 5th Year in a Row
KAR is proud to announce that Spuds Powell, Managing Director, and Tom Connaghan, Senior Wealth Advisor, have both been recognized on the Forbes 2022 Best-in-State Wealth Advisors list. Spuds was recognized at No. 4 in Los Angeles for high-net-worth clients and Tom was recognized at No. 6 for high-net-worth clients in San Francisco.
Read the press release
Spuds Powell and Tom Connaghan Recognized by Forbes as Best-in-State for 5th Year in a Row
April 29, 2022
KAR is proud to announce that Spuds Powell, Managing Director, and Tom Connaghan, Senior Wealth Advisor, have both been recognized on the Forbes 2022 Best-in-State Wealth Advisors list. Spuds was recognized at No. 4 in Los Angeles for high-net-worth clients and Tom was recognized at No. 6 for high-net-worth clients in San Francisco.

Please see the full list and coverage in Forbes here.

 

According to the authors of the list, Forbes and SHOOK Research, each advisor “is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.”

 

Within the methodology write up, Forbes comments, “Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives, they want to add meaning and help them live better lives.”

 

The full list features more than 6,500 advisors managing a collective $10 trillion.

 

Commenting on the recognition, Stephen Rigali, KAR Executive Managing Director said: “The KAR team is proud to congratulate Spuds and Tom on this achievement. Being recognized among this esteemed list showcases the professionalism and acumen of Spuds and Tom and highlights the commitment of the firm to all of our clients.”

 

To view Spud’s featured profile within the list, click here: Spuds Powell (forbes.com)
To view Tom’s featured profile within the list, click here: Thomas Connaghan (forbes.com)

 

 

Forbes’ 2022 Top Wealth Advisors and Best-In-State Wealth Advisors: Forbes includes wirehouses along with RIAs in their ranking. The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Each variable is graded and represents a certain value for each measured component. The algorithm that measures thousands of advisors against each other. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.
For additional information on the Forbes’ 2022 Best-In-State Wealth Advisors Ranking, please visit here.

KAR Senior Wealth Advisors Recognized as 2022 Visionaries by L.A. Times B2B Publishing
Los Angeles - KAR is proud to announce that Spuds Powell, Managing Director; Darnel Bentz, Senior Wealth Advisor; and Dustin Gale, Senior Wealth Advisor were recently named “2022 Visionaries: Leaders in Banking and Finance” by Los Angeles County Banking & Finance magazine, a publication of the L.A. Times B2B Publishing.
Read the press release
KAR Senior Wealth Advisors Recognized as 2022 Visionaries by L.A. Times B2B Publishing
April 1, 2022
Los Angeles - KAR is proud to announce that Spuds Powell, Managing Director; Darnel Bentz, Senior Wealth Advisor; and Dustin Gale, Senior Wealth Advisor were recently named “2022 Visionaries: Leaders in Banking and Finance” by Los Angeles County Banking & Finance magazine, a publication of the L.A. Times B2B Publishing.

Commenting on the honorees, Stephen Rigali, KAR Executive Managing Director said: “The whole KAR team joins me in congratulation Spuds, Darnel, and Dustin. They personify the firm’s values of honesty, integrity, and transparency as well as our belief that the right thing is helping clients make the most of their wealth.”

The honorees profiled in this special edition of the publication were nominated by their colleagues and peers and selected by the publication’s stakeholders. Honorees represent commercial banking, investment banking, asset/investment management, lending, and private equity sectors as well as service executives across the legal, accounting and insurance sectors.

Profiles of the winners included their “backgrounds, skill sets and remarkable accomplishments and how they’ve propelled their organizations, their clients and our community at large towards success,” highlighting the personal and professional drivers in their lives.

To read the full honoree feature, including individual profiles of Spuds, Darnel and Dustin, click here.

 

KAR has not paid fees to the award sponsor to obtain the award and does not anticipate that it will pay fees to re-license the award. KAR sponsored an ad in the 2022 B2B Banking & Finance publication but doing so was not a prerequisite to winning the award.

KAR Selected as Finalist for Multi-Family Office ($5bn to $15bn AUM)
KAR has been selected as a finalist in the Multi-Family Office ($5bn to $15bn AUM) category at the Family Wealth Report Awards 2022 program.
Read the press release
KAR Selected as Finalist for Multi-Family Office ($5bn to $15bn AUM)
March 22, 2022
KAR has been selected as a finalist in the Multi-Family Office ($5bn to $15bn AUM) category at the Family Wealth Report Awards 2022 program.

The annual Family Wealth Report Awards program recognizes who they believe to be the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

 

Commenting on being selected as a finalist, Stephen Rigali, KAR Executive Managing Director said: “We are delighted to have been selected by the judges as a finalist for this prestigious award.  It is a great honor to be recognized in the shortlist of finalists and this is testament to the hard work that the team puts in every day to ensure our clients are getting best-in-class products and services.”

 

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”

 

Winners will be announced on 4 May 2022 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

 

KAR has not paid fees to the award sponsor to participate in the nomination.

 

What are the Most Popular Perks of Working for Kayne Anderson Rudnick?
Besides working with awesome colleagues, KAR’s work perks help keep employees motivated and happy.
Read the press release
What are the Most Popular Perks of Working for Kayne Anderson Rudnick?
March 16, 2022
Besides working with awesome colleagues, KAR’s work perks help keep employees motivated and happy.

A fully stocked kitchen, adoption support programs, and a day to celebrate diversity are among the perks KAR offers. Our COO, Jeannine Vanian, spoke with Steve Garmhausen of Barron’s Advisor to discuss what makes working at KAR so special.

 

Read what Jeannine had to share: https://bit.ly/3KUh5q4

KAR Awarded Top Guns Designation by Informa Financial Intelligence
Kayne Anderson Rudnick has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Read the press release
KAR Awarded Top Guns Designation by Informa Financial Intelligence
March 07, 2022
Kayne Anderson Rudnick has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

KAR received the PSN Top Guns Manager of the Decade recognition for several of its investment strategies. The KAR Small Cap Core, KAR Small-Mid Cap Core, KAR Small Cap Quality Value, KAR Small Cap Sustainable Growth, KAR Mid Cap Core, all received the Manager of the Decade designation for the 10-year period ending December 31, 2021.

Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Ranking Criteria

PSN Top Guns Manager of the Decade: In order for an investment manager to be considered a PSN Top Gun Manager of the Decade, investment strategies must have had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, an investment strategy’s had to have returns greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period.

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at

About Informa Financial Intelligence’s Zephyr Financial Intelligence

Zephyr Financial Intelligence is part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma

 

KAR awarded Best Firm Culture at 2022 PAM Awards
Kayne Anderson Rudnick was honored with the Best Firm Culture: Large Firms award at this year’s Private Asset Management (PAM) Awards on February 17.
Read the press release
KAR awarded Best Firm Culture at 2022 PAM Awards
February 17, 2022
Kayne Anderson Rudnick was honored with the Best Firm Culture: Large Firms award at this year’s Private Asset Management (PAM) Awards on February 17.

The Best Firm Culture: Large Firms category recognizes the achievements of a large ($10bn plus) wealth management firm or family office that has led the way in terms of creating an inclusive and positive working environment for its staff, while also having a well-developed succession/business continuation structure in place for the future.

 

“Thank you to the entire team for their individual contributions that truly create a firm culture that we are proud of,” said Stephen Rigali, Executive Managing Director, Kayne Anderson Rudnick. “Our founder, John Anderson had a mantra to always ‘do the right thing’ and each person at Kayne Anderson Rudnick embodies that mindset. Our firm is run by smart, driven people whose varied backgrounds inform everything we do, from nurturing client relationships to implementing investment strategies.”

 

Often regarded as the “Oscars” of the US private asset management industry, the PAM Awards has over two decades of recognition as identifying top investment professionals, wealth advisors, legal firms, consultants, and other key service providers, showcasing the incredible achievements they have accomplished.

 

To be considered for the PAM Awards, the Kayne Anderson Rudnick team provided evidence of the steps taken to achieve a positive working environment, testimonials from staff, and turnover statistics that would support their submission. Kayne Anderson Rudnick is described as striving to do the right thing and maintaining a team-oriented culture of accessibility, open and honest communication, and respect. The firm encourages an environment of intellectual honesty and believes in empowering and growing its people.

 

To view more about the PAM Awards and view the 2022 honorees list, and the full criteria, click here: https://www.privateassetmanagementawards.com/home

 

 

KAR has not paid fees to the award sponsor to obtain the award and does not anticipate that it will pay fees to re-license the award. KAR sponsored part of the virtual gala for the awards ceremony, but doing so was not a prerequisite to winning the award.

Emerging Markets Could Be a Smart Play
Portfolio Manager Hyung Kim quoted in Institutional Investor
Read the press release
Emerging Markets Could Be a Smart Play
February 8, 2022
Portfolio Manager Hyung Kim quoted in Institutional Investor

Portfolio Manager Hyung Kim spoke with Institutional Investor regarding his take on why emerging markets may be in a better position to face an interest rate increase than the U.S.

 

 

Click here to read the article.

ThinkAdvisor Industry Spotlight on Spuds Powell
This Top-Ranked Advisor Has Never Been Fired by a Widowed Client
Read the press release
ThinkAdvisor Industry Spotlight on Spuds Powell
ThinkAdvisor Industry Spotlight on Spuds Powell
February 2, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed Client

Spuds Powell was recently featured in ThinkAdvisor regarding his work with widowed clients. Read what Spuds had to share on his strategy in Jane Wollman Rusoff’s piece – ‘This Top-Ranked Advisor Has Never Been Fired by a Widowed Client’: https://bit.ly/3umta2b

 

Emerging Markets Are Poised to Have a Breakout Year
This article is part of Fortune’s quarterly investment guide for Q1 2022
Read the press release
Emerging Markets Are Poised to Have a Breakout Year
January 20, 2022
This article is part of Fortune’s quarterly investment guide for Q1 2022

Hyung Kim, Portfolio Manager and Senior Research Analyst, recently spoke with Lawrence Light of Fortune Magazine regarding investing in emerging markets, his view on China, and his 2022 outlook in the space.

 

Click here to read the article (a subscription may be required to access).

Stock Selloff Deepens as Treasury Yields Climb
Portfolio Manager Julie Biel quoted in Yahoo! Finance
Read the press release
Stock Selloff Deepens as Treasury Yields Climb
January 18, 2022
Portfolio Manager Julie Biel quoted in Yahoo! Finance

“Higher interest rates are going to be here to stay and that has to factor into everyone’s decisions — not just those that are borrowing capital but mostly in terms of valuations.” – J. Biel

 

Julie Biel shares her tech sector outlook and what kind of role high interest rates will play in investor decision making. Read the full article: https://yhoo.it/354rlfx

Gifts of Equity Considerations
People who plan to sell their home to family at a discount typically do it out of generosity but may overlook potential tax consequences.
Read the press release
Gifts of Equity Considerations
January 10, 2022
People who plan to sell their home to family at a discount typically do it out of generosity but may overlook potential tax consequences.

Wealth Advisor Erik Orbach shares with Financial Advisor Magazine how you can navigate through various equity gifting strategies: https://bit.ly/3zOJCsT

A Time to Cut Anchors, Rethink Allocations
Senior Wealth Advisor Brian Chang shares his market outlook for 2022 in his WealthManagement.com article addressing the biases that may be anchoring investors as we start a new year. 
Read the press release
A Time to Cut Anchors, Rethink Allocations
January 4, 2022
Senior Wealth Advisor Brian Chang shares his market outlook for 2022 in his WealthManagement.com article addressing the biases that may be anchoring investors as we start a new year. 

Brian discusses allocating to alternatives, inflationary concerns, and emerging markets exposure.

 

Read the full byline here: https://bit.ly/332R1sg

When Your Married Clients Can't Agree on Retirement Planning
When it comes to money matters such as retirement planning couples may differ in their priorities and risk tolerance.  Dustin Gale weighed in on how he advises couples who don’t always see eye to eye on their monetary decisions. 
Read the press release
When Your Married Clients Can't Agree on Retirement Planning
December 16, 2021
When it comes to money matters such as retirement planning couples may differ in their priorities and risk tolerance.  Dustin Gale weighed in on how he advises couples who don’t always see eye to eye on their monetary decisions. 

Committing to a charitable gift amount as a couple [and then] splitting the amount between spouses, each for their own interests, is often a great approach. – D. Gale

 

Click to read the ThinkAdvisor article. https://bit.ly/3dVLwh2

Dustin Gale, Senior Wealth Advisor, quoted in Barron’s Advisor
HSAs Are Unappreciated and Underutilized.
Read the press release
Dustin Gale, Senior Wealth Advisor, quoted in Barron’s Advisor
November 23, 2021
HSAs Are Unappreciated and Underutilized.

Health Savings Accounts (HSAs) offer a unique triple tax advantage allowing you to set money aside to cover qualified medical expenses with tax-free withdrawals.

 

Senior Wealth Advisor Dustin Gale, CFP®, CPWA® recently spoke to Barron’s Advisor regarding HSAs, their tax advantages and why there’s nothing else quite like them.

 

Read the full article here: https://bit.ly/3nMFHbE

The Unique Challenges of Advising Chinese Clients
“It makes sense that different cultures invest differently. But why might some Chinese investors, as Chang said, ‘prefer real estate over stocks’?”
Read the press release
The Unique Challenges of Advising Chinese Clients
November 11, 2021
“It makes sense that different cultures invest differently. But why might some Chinese investors, as Chang said, ‘prefer real estate over stocks’?”

KAR Senior Wealth Advisor Brian Chang spoke with Andrew Foerch of Citywire RIA to shine light on how history and culture have led many Chinese investors to prioritize real estate over equities. Brian dove into how he advises his clients to overcome their biases.  Read the full article.

What is a Behavioral Finance Advisor?
Senior Wealth Advisor Brian Chang weighs in on how behavioral finance considerations provide an added layer of client service
Read the press release
What is a Behavioral Finance Advisor?
October 21, 2021
Senior Wealth Advisor Brian Chang weighs in on how behavioral finance considerations provide an added layer of client service

Managing emotions and money is not always easy.  There are psychological drivers that can impact the decision-making process for investors.

 

“This is where a behavioral finance advisor can be of tremendous benefit – because they recognize that in the real world, human decisions are often influenced by emotions, biases and cognitive errors.” – B. Chang, CFA, CFP®

 

Click here to read the article. Note: Mr. Chang does not hold a Behavioral Finance Advisor (“BFA”) certification.

 

Kayne Anderson Rudnick Ranked in Top 10 Among Barron’s Top 100 Independent Advisors For 2021
Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked among Barron’s Top 100 Independent Advisors for 2021.
Read the press release
Kayne Anderson Rudnick Ranked in Top 10 Among Barron’s Top 100 Independent Advisors For 2021
October 12, 2021
Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked among Barron’s Top 100 Independent Advisors for 2021.

LOS ANGELES – Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked among Barron’s Top 100 Independent Advisors for 2021.

 

This marks the ninth consecutive year that Powell and team have been recognized by Barron’s among the Top 10 Independent Advisors, including a four year stretch from 2017-2020 in which they were ranked first overall.

 

“Spuds Powell and the KAR Wealth Advisory team have demonstrated great ability to nourish client relationships even during the most uncertain of times,” said KAR Executive Managing Director Stephen A. Rigali. “We would like to thank our clientele for their earned trust, and we are honored to be recognized once more in this prestigious ranking.”

 

The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.

 

Members of Kayne Anderson Rudnick’s wealth management team also appeared on Barron’s 2021 list of the Top 1,200 Advisors by State and Forbes’ 2021 lists of Top Wealth Advisors and Best-In-State Wealth Advisors.

 

At Kayne Anderson Rudnick, you can trust our wealth management advisors to build and protect your wealth with integrity and discipline. Contact us today.

 

About Kayne Anderson Rudnick

Kayne Anderson Rudnick is an investment and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in Los Angeles, the firm has $61.2 billion in assets under management as of June 30, 2021. The company manages assets for corporations, endowments, foundations, public entities and high net worth individuals. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

 

Click here to view the special report.

 

Ranking Criteria

 

Barron’s “Top 100 Independent Advisors” and “2021 Top Advisor Rankings by State”: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

 

For additional information on the ranking, please visit here.

 

For additional information on the ranking, please visit here.

 

Forbes’ 2021 Top Wealth Advisors and Best-In-State Wealth Advisors: Forbes includes wirehouses along with RIAs in their ranking.  The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Each variable is graded and represents a certain value for each measured component. The algorithm that measures thousands of advisors against each other. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.

 

For additional information on the Forbes’ 2021 Top Wealth Advisors ranking, please visit here.

 

For additional information on the Forbes’ 2021 Best-In-State Wealth Advisors Ranking, please visit here.

Secrets of Great Listeners
Bridget Costello, CFP® Wealth Advisor, recently spoke with Investor’s Business Daily regarding how she is able to connect with clients through their conversations.
Read the press release
Secrets of Great Listeners
October 8, 2021
Bridget Costello, CFP® Wealth Advisor, recently spoke with Investor’s Business Daily regarding how she is able to connect with clients through their conversations.

‘In client meetings, Costello harnesses her mental energy to focus on the here and now. Stepping into the client’s shoes, she tells herself, “This is one of the most important conversations they will have all year, like talking with their doctor.”‘ Click here to read the full article.

 

Julie Biel Quoted in Reuters
Column: Markets flash amber as they enter '2nd stage of interest rate grief'
Read the press release
Julie Biel Quoted in Reuters
October 1, 2021
Column: Markets flash amber as they enter '2nd stage of interest rate grief'

Julie Biel spoke with Reuters to discuss the latest in US markets and cautions investors that “markets may now be prone to a crash diet instead of a more considered weight-reduction plan”.

Read the full article here: https://reut.rs/3mlXYdW

Stopping New Retirees From Making Bad Decisions
SF based advisor Grace Apuy shares her thoughts for new retirees in her recent Rethinking65 article
Read the press release
Stopping New Retirees From Making Bad Decisions
September 21, 2021
SF based advisor Grace Apuy shares her thoughts for new retirees in her recent Rethinking65 article

‘In my 15 years as a financial planner, I’ve seen how jarring the transition to retirement can be for clients as they navigate major lifestyle changes, tackle difficult family dynamics, and adjust to a dramatically different relationship with money.

 

Sometimes that transition results in decision-making or behaviors that adversely impact financial growth and well-being. As a wealth advisor, my goal is to identify and eliminate these problem areas and ensure financial plans reflect the clients’ true wishes — while maximizing the potential for wealth preservation and accumulation.’
– G. Apuy

 

In addressing the potential challenges one faces at retirement, it is first helpful to understand the emotions at play and the triggers behind them.  Click to read the full piece: https://bit.ly/2ZMEdV9

Spuds Powell Ranked on Forbes 2021 “America’s Top Wealth Advisors” List
Spuds Powell, Managing Director for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “America’s Top Wealth Advisors” list for 2021. Powell and his team have been ranked among the top 100 on Forbes “America’s Top Wealth Advisors” list for the third consecutive year.
Read the press release
Spuds Powell Ranked on Forbes 2021 “America’s Top Wealth Advisors” List
September 8, 2021
Spuds Powell, Managing Director for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “America’s Top Wealth Advisors” list for 2021. Powell and his team have been ranked among the top 100 on Forbes “America’s Top Wealth Advisors” list for the third consecutive year.

For additional information on the ranking, visit: https://www.forbes.com/top-wealth-advisors/#5bf3382c1a14.

 

“On behalf of the KAR Executive Committee, we congratulate Spuds Powell and his team on being recognized by Forbes as a top wealth advisor in America for the third straight year,” said Stephen A. Rigali, Kayne Anderson Rudnick Executive Managing Director and Member of the Executive Management Committee. “Spuds’ commitment to maintain the highest level of integrity and honesty to his work with clients is exactly the guiding principle in which our firm was founded on.”

 

According to R.J. Shook, President of Shook Research, Forbes ranking of the top wealth advisors in America from wirehouses, independent broker-dealers and RIAs, is based on an algorithm of qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

 

Members of Kayne Anderson Rudnick’s wealth management team also appeared on Forbes’ 2021 list of the “Best in State Wealth Advisors” and ranked first overall in Barron’s 2020 list of “Top 100 Independent Financial Advisors” list for the fourth consecutive year.

 

About Kayne Anderson Rudnick

Kayne Anderson Rudnick is an investment and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in Los Angeles, the firm has $61.2 billion in assets under management as of June 30, 2021. The company manages assets for corporations, endowments, foundations, public entities and high net worth individuals. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

 

Forbes’ 2021 Top Wealth Advisors and Best-In-State Wealth Advisors: Forbes includes wirehouses along with RIAs in their ranking.  The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Each variable is graded and represents a certain value for each measured component. The algorithm that measures thousands of advisors against each other. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.

 

For additional information on the Forbes’ 2021 Top Wealth Advisors ranking, please visit here.

How Do You Persuade Tax-Averse Clients to Rebalance?
‘The clients look at me like I have four heads, and I point out that the alternative would have been to have generated no returns on their investments.’ – S. Powell
Read the press release
How Do You Persuade Tax-Averse Clients to Rebalance?
August 19, 2021
‘The clients look at me like I have four heads, and I point out that the alternative would have been to have generated no returns on their investments.’ – S. Powell

Barron’s Steve Garmhausen checked in with wealth management executives and top advisors, including KAR’s Spuds Powell, to ask the big question about how advisors approaching the conversation with tax-averse clients to rebalance.

Click here to read the article.

Surviving Spouses Pose Tricky Relationships for Advisors
“Losing a spouse unexpectedly is every significant other’s worst nightmare. One minute you’re happily married, the next you’re emotionally and financially independent.” S. Powell
Read the press release
Surviving Spouses Pose Tricky Relationships for Advisors
August 16, 2021
“Losing a spouse unexpectedly is every significant other’s worst nightmare. One minute you’re happily married, the next you’re emotionally and financially independent.” S. Powell

Spuds connected with Jeff Stimpson of Financial Advisor Magazine to discuss the hardships that come with being financially independent following the loss of a spouse and how he tries to step in as his client’s confidant and advocates for their interests.  Click here to read Spuds’ full quote: https://bit.ly/3CTl0QD

 

Spuds Powell quoted in Forbes
Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finances Democrats’ $3.5 Trillion Spending Plan
Read the press release
Spuds Powell quoted in Forbes
August 13, 2021
Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finances Democrats’ $3.5 Trillion Spending Plan

A potential increase in taxes has been at the forefront of client conversations, though Spuds Powell is preaching patience. Spuds believes there will be a tax increase of some kind, but not at a level where he is advising clients to make dramatic changes in order to mitigate the increase—risking the loss of a potential gain and getting hit with a retroactive tax hike in the end regardless.

“It’s common for people to make the mistake of being so focused on either minimizing or avoiding taxes, that they end up making decisions that compromise their investment portfolio.”

Spuds believes the worst mistake an investor can make is letting their emotions – especially fear – impact their investments.

Click here to read the article (a subscription may be required to access).

The Wall Street Transcript Interviews Hyung Kim on KAR’s International and Emerging Markets Small Cap Strategies
Profiting from Inefficiencies in International and Emerging Markets Small Caps
Read the press release
The Wall Street Transcript Interviews Hyung Kim on KAR’s International and Emerging Markets Small Cap Strategies
August 09, 2021
Profiting from Inefficiencies in International and Emerging Markets Small Caps

The international and emerging markets small cap asset classes are both large and inefficient, and our team tries to make the most of those inefficiencies and find great businesses at attractive valuations.

 

Hyung Kim talks with The Wall Street Transcript about opportunities within these inefficiencies and how he believes KAR’s strategy can provide investors with emerging markets exposure to interesting high-quality small businesses.

 

LA Business Journal Ranks KAR Among the Largest Money Management Firms
KAR jumped 13 spots to the No.15 largest money management firm in Los Angeles as ranked by the Los Angeles Business Journal.


Read the press release
LA Business Journal Ranks KAR Among the Largest Money Management Firms
Money Management Firms Ranked by Assets Managed in Los Angeles County as of December 31, 2020
July 22, 2021
KAR jumped 13 spots to the No.15 largest money management firm in Los Angeles as ranked by the Los Angeles Business Journal.

Ranked by assets under management in Los Angeles County as of December 31, 2020.

The full list of firms can be found here: https://www.cbjonline.com/a2labj/lists/2021-MoneyMngrs.pdf

Spuds Powell's Citywire Profile
In his recent Citywire profile, Spuds Powell, Managing Director, details how he steps in immediately as his client’s confidant, advocating for their best interests and driving discussions with their remaining team of financial professionals such as insurance agents, attorneys, accountants, etc.
Read the press release
Spuds Powell's Citywire Profile
'Trust and confidence': how one advisor forges personal bonds with widowed clients
July 21, 2021
In his recent Citywire profile, Spuds Powell, Managing Director, details how he steps in immediately as his client’s confidant, advocating for their best interests and driving discussions with their remaining team of financial professionals such as insurance agents, attorneys, accountants, etc.

Independently managing financial obligations during a period of loss can seem frightening and almost impossible, especially if you had no prior involvement in family finances.

For Spuds, everything starts with developing deep, personal relationships with clients from the beginning so they know they can rely on him to navigate any life circumstance.

“The key is to express genuine and authentic interest in them and their spouse and their families, how they’re feeling, what their worries are, what keeps them up at night. Ask really good questions. Be a great listener. Be present.”

 

Read the full Citywire feature: https://citywireusa.com/registered-investment-advisor/news/trust-and-confidence-how-one-advisor-forges-personal-bonds-with-widowed-clients/a1532957

The Wall Street Transcript Interviews Chris Wright on KAR’s Long-Short Strategy
Chris Wright, Portfolio Manager and Senior Research Analyst, discusses KAR’s Long-Short strategy, which focuses on high-quality businesses held long term, how the outdoor advertising and sales tax software industries have fared during the pandemic, and his insights on the reopening of the economy.
Read the press release
The Wall Street Transcript Interviews Chris Wright on KAR’s Long-Short Strategy
May 10, 2021
Chris Wright, Portfolio Manager and Senior Research Analyst, discusses KAR’s Long-Short strategy, which focuses on high-quality businesses held long term, how the outdoor advertising and sales tax software industries have fared during the pandemic, and his insights on the reopening of the economy.
Equity Markets Today: Insights from Quantitative and Fundamental Perspectives
Students, alumni and the professional finance community gathered virtually for the Fink Investing Conference held by UCLA Anderson School of Business to discuss markets and emerging trends.
Read the press release
Equity Markets Today: Insights from Quantitative and Fundamental Perspectives
May 7, 2021
Students, alumni and the professional finance community gathered virtually for the Fink Investing Conference held by UCLA Anderson School of Business to discuss markets and emerging trends.

Portfolio Manager and Senior Research Analyst Chris Wright joined one of his former UCLA Anderson professors, Eric Sussman, for a panel discussion focused on the equity markets and challenges investors are facing.  Chris addressed questions regarding opportunities in the current market, his views on liquidity, real estate observations and where he stands on the debate between value vs growth.

Watch Here: https://www.anderson.ucla.edu/about/centers/fink-center-for-finance/news-and-events/fink-investing-conference

Disclosures: This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 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.

KAR Received The PSN Top Guns Manager of The Decade Recognition
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small Cap Quality Value, Small-Mid Cap Quality Value, Small Cap Sustainable Growth and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2020.
Read the press release
KAR Received The PSN Top Guns Manager of The Decade Recognition
April 27, 2021
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small Cap Quality Value, Small-Mid Cap Quality Value, Small Cap Sustainable Growth and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2020.

In order to receive the Manager of the Decade designation, investment strategies must have returns greater than the style benchmark for the ten-year period ending December 31, 2020 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2020. The top ten performers for the latest ten-year period ending December 31, 2020 become the PSN Top Guns Manager of the Decade.

Informa Investment Solutions is a well-respected financial search and intelligence firm used by institutional asset managers.

 

To discuss our investment approach with the KAR investment management team, contact us today.

KAR CIO Doug Foreman Quoted in Reuters
KAR CIO Doug Foreman was quoted in Reuters in an article titled “Analysis: As small-cap stocks lag, Wall Street worries about broad slowdown”.
Read the press release
KAR CIO Doug Foreman Quoted in Reuters
April 26, 2021
KAR CIO Doug Foreman was quoted in Reuters in an article titled “Analysis: As small-cap stocks lag, Wall Street worries about broad slowdown”.

The article discusses the slowdown in small cap stocks which started in April, following six months of strong gains.

https://www.reuters.com/business/small-cap-stocks-lag-wall-street-worries-about-broad-slowdown-2021-04-26/

Disclosures: This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 recording 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.

San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
The San Francisco Business Times ranks KAR #11 on its annual listing of the largest wealth management firms in the Bay Area.
Read the press release
San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
Largest Bay Area Wealth Management Firms
February 23, 2021
The San Francisco Business Times ranks KAR #11 on its annual listing of the largest wealth management firms in the Bay Area.

The listing is ranked by local assets under management for individual client accounts.

 

A link to the full article can be found here: https://www.bizjournals.com/sanfrancisco/subscriber-only/2020/06/05/largest-bay-area-wealth-management.html?b=1591257542%5E21684558

Thomas Connaghan Ranked on Forbes “Best-in-State Wealth Advisors” List for California
Connaghan recognized under San Francisco’s ‘High Net Worth’ designation
Read the press release
Thomas Connaghan Ranked on Forbes “Best-in-State Wealth Advisors” List for California
February 11, 2021
Connaghan recognized under San Francisco’s ‘High Net Worth’ designation

LOS ANGELES — February 11, 2021— Thomas Connaghan, Senior Wealth Advisor for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “Best-in-State Wealth Advisors” list for 2021. Connaghan has ranked among California’s top wealth advisors on Forbes “Best-in-State Wealth Advisors” list for the second consecutive year.

 

For additional information on the ranking, visit: https://www.forbes.com/best-in-state-wealth-advisors/#6434c433291d.

 

“Tom’s customized, dynamic financial planning, and singular focus on building long-term relationships is evident and reflected in this honorable ranking,” said Stephen A. Rigali, Kayne Anderson Rudnick Executive Managing Director and Member of the Executive Management Committee. “The KAR Executive Committee congratulates Tom Connaghan and his team on being recognized by Forbes as a top wealth advisor in San Francisco, California for the second straight year.”

According to R.J. Shook, President of Shook Research, Forbes ranking of the top wealth advisors in America from wirehouses, independent broker-dealers and RIAs, is based on an algorithm of qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

 

Members of Kayne Anderson Rudnick’s wealth management team also appeared on Forbes’ 2021 list of the “America’s Top Wealth Advisors” and ranked first overall in Barron’s 2020 list of “Top 100 Independent Financial Advisors” list for the fourth consecutive year.

 

About Kayne Anderson Rudnick

Kayne Anderson Rudnick is an investment and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in Los Angeles, the firm has $61.2 billion in assets under management as of June 30, 2021. The company manages assets for corporations, endowments, foundations, public entities and high net worth individuals. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

 

Forbes’ 2021 Top Wealth Advisors and Best-In-State Wealth Advisors: Forbes includes wirehouses along with RIAs in their ranking.  The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Each variable is graded and represents a certain value for each measured component. The algorithm that measures thousands of advisors against each other. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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.

 

For additional information on the Forbes’ 2021 Best-In-State Wealth Advisors Ranking, please visit here.

KAR's Chris Armbruster Quoted in CIO Magazine
Chris Armbruster was quoted in a recent article in CIO Magazine in an article titled “Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers.” The article discusses passive vs. active and the benefits of active management.
Read the press release
KAR's Chris Armbruster Quoted in CIO Magazine
January 7, 2021
Chris Armbruster was quoted in a recent article in CIO Magazine in an article titled “Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers.” The article discusses passive vs. active and the benefits of active management.

Active management allows managers to zero in on up-and-comers with business advantages that aren’t yet widely known. One example is Bill.com Holdings, said Christopher Armbruster, senior research analyst at Kayne Anderson Rudnick, which manages money for institutions.

Stock in the company, whose cloud-based software automates back-office financial operations, has almost quadrupled since its late 2019 initial public offering (IPO). While it has not yet turned a profit, revenue is burgeoning. The outfit can cut a small business’s spending on receivables in half, he said.

 

A link to the full article can be found here:  https://www.ai-cio.com/in-focus/market-drilldown/index-besotted-institutions-miss-good-deal-stock-pickers/

 

KAR's CIO Doug Foreman Featured on Nasdaq TradeTalks
Kayne Anderson Rudnick Chief Investment Officer Doug Foreman joins Jill Malandrino on Nasdaq TradeTalks to discuss 2021 Outlook for value and growth, as well as the economy.
Read the press release
KAR's CIO Doug Foreman Featured on Nasdaq TradeTalks
December 19, 2020
Kayne Anderson Rudnick Chief Investment Officer Doug Foreman joins Jill Malandrino on Nasdaq TradeTalks to discuss 2021 Outlook for value and growth, as well as the economy.
KAR's Chris Armbruster Quoted in CIO Magazine
KAR Portfolio Manager Chris Armbruster is quoted in CIO Magazine in an article titled “How the Stock Market’s Tech Leaders Will Be Ousted.”
Read the press release
KAR's Chris Armbruster Quoted in CIO Magazine
December 11, 2020
KAR Portfolio Manager Chris Armbruster is quoted in CIO Magazine in an article titled “How the Stock Market’s Tech Leaders Will Be Ousted.”

The article discusses what may cause investors to rotate out of tech and other sectors in a post COVID environment.

 

https://www.ai-cio.com/in-focus/market-drilldown/stock-markets-tech-leaders-will-ousted/

 

 

KAR's Richard Sherry Quoted in The Wall Street Journal
KAR Global Dividend Yield Portfolio Manager Richard Sherry was quoted and shared his views on divided stocks.
Read the press release
KAR's Richard Sherry Quoted in The Wall Street Journal
December 11, 2020
KAR Global Dividend Yield Portfolio Manager Richard Sherry was quoted and shared his views on divided stocks.

In the Wall Street Journal in an article titled “Dividend Darlings Trail Stock Market Despite Pumped-Up Yields.”

 

https://www.wsj.com/articles/dividend-darlings-trail-stock-market-despite-pumped-up-yields-11603618202

 

 

KAR's Tom Connaghan Featured on WealthBriefing.com
KAR Senior Wealth Advisor Tom Connaghan authored an article in WealthBriefing.com
Read the press release
KAR's Tom Connaghan Featured on WealthBriefing.com
October 7, 2020
KAR Senior Wealth Advisor Tom Connaghan authored an article in WealthBriefing.com

A sister publication of Family Wealth Report, titled “What Advisors Should Avoid When Working From Home.” Read Connaghan’s dos and don’ts for effective client communications and successful portfolio management.

 

https://www.wealthbriefing.com/html/article.php?id=188751#.X33bPmhKiUl

KAR's Chris Armbruster Quoted in MarketWatch Article
KAR Portfolio Manager Chris Armbruster was quoted in MarketWatch in an article titled “Stocks book fresh round of records, Dow ends 1.5% shy of all-time high, on hopes of COVID treatments, cures.”
Read the press release
KAR's Chris Armbruster Quoted in MarketWatch Article
September 9, 2020
KAR Portfolio Manager Chris Armbruster was quoted in MarketWatch in an article titled “Stocks book fresh round of records, Dow ends 1.5% shy of all-time high, on hopes of COVID treatments, cures.”

Read why Armbruster sees many companies as likely to “grow and recover faster, and realize better margins.”

https://www.marketwatch.com/story/dow-futures-rise-about-200-points-ahead-of-adp-private-sector-jobs-report-beige-book-2020-09-02

KAR Senior Wealth Advisor Dustin Gale Featured in WealthManagement.com
KAR Senior Wealth Advisor Dustin Gale has a featured byline article in WealthManagement.com’s 2020 Midyear Outlook
Read the press release
KAR Senior Wealth Advisor Dustin Gale Featured in WealthManagement.com
August 31, 2020
KAR Senior Wealth Advisor Dustin Gale has a featured byline article in WealthManagement.com’s 2020 Midyear Outlook

“Time to Check Your Risk Tolerance?” discusses the importance of making sure an investor’s risk tolerance reflects their actual behavior and then allocating the right mix of assets to minimize fear and anxiety during periods of market volatility.

 

https://bluetoad.com/publication/?i=671224&article_id=3748608&view=articleBrowser&ver=html5

 

What's Reflected In The Stock Market Is Very Different Than The Everyday Economy
Doug Foreman, CIO of Kayne Anderson Rudnick, joins #TradeTalks to discuss the gap between current market news and the everyday economy.
Read the press release
What's Reflected In The Stock Market Is Very Different Than The Everyday Economy
August 21, 2020
Doug Foreman, CIO of Kayne Anderson Rudnick, joins #TradeTalks to discuss the gap between current market news and the everyday economy.

KAR CIO Doug Forman Comments on Nasdaq Tradetalks

To anyone following the stock market today, it’s clear that there is a significant gap between the market’s enthusiastic highs and the current state of the economy, which is — to be blunt — in a recession. So is the stock market delusional, or is there a real reason for this level of optimism?

Kayne Anderson Rudnick Chief Investment Officer Doug Foreman recently joined Jill Malandrino on Nasdaq #TradeTalks to discuss the gap between current market news and the everyday economy. 

Foreman pointed out that the Fed and others’ quick implementation of significant fiscal, monetary policies have been very supportive of the markets. For example, Fed policy designed to support the bond market has had a secondary positive impact on the equity markets. 

He also noted that the stock market has not moved as a single unit. 

“It is a market of stocks, not a stock market,” he commented. At-risk industries like travel, restaurants, and brick-and-mortar retail have been hit hard, while digital businesses that got a boost from the pandemic’s acceleration of business technology implementation have been pulling the overall market up. 

One crucial question is how much longer the supportive fiscal policies can prop the market up and when we might have to pay the piper. The day will come, according to Foreman, but not while the recession lasts. 

And what does all of this mean for investors? It’s likely that great buying opportunities will be scarce. “Over a trillion dollars of cash is sitting on the sidelines right now,” Foreman remarked. “As everyone tries to put this money to work again, prices will rise, and buyers will have to buy higher.”

“We encouraged our investors to ride it out and stick to their investment plan. Don’t try to time the markets; it’s difficult if not impossible, as the recent market has definitely proven.”

Watch the full video here.

KAR CIO Doug Foreman Featured in Barron’s
Barron's: Wynn Resort, Teledoc, and More Stock Picks From a Market-Crushing Mid-Cap fund.
Read the press release
KAR CIO Doug Foreman Featured in Barron’s
August 18, 2020
Barron's: Wynn Resort, Teledoc, and More Stock Picks From a Market-Crushing Mid-Cap fund.

Investors love baseball references. Let the ball come to you; wait for the fat pitch; don’t swing for the fences. Doug Foreman, 63, is guilty of using the occasional baseball cliché, but he also has firsthand experience succeeding in both.

A top-ranked high school player, Foreman was invited to try out for the Los Angeles Dodgers when he was 18. He declined, having already committed to the U.S. Naval Academy.

“I think I made the right decision,” says Foreman, whose batting average as an investor has sent the $2.2 billion Virtus KAR Mid-Cap Growth fund (ticker: PHSKX) to the top of its Morningstar category for every major trailing-return period since he took it over in 2012.

Barron’s profile on the Virtus KAR Mid-Cap Growth Fund

 

KAR's Chris Armbruster on if We're in a Stock Market Bubble
Chris Armbruster, a Kayne Anderson Rudnick portfolio manager, joins TD Ameritrade to talk about whether we’re witnessing a stock market bubble.
Read the press release
KAR's Chris Armbruster on if We're in a Stock Market Bubble
August 17, 2020
Chris Armbruster, a Kayne Anderson Rudnick portfolio manager, joins TD Ameritrade to talk about whether we’re witnessing a stock market bubble.

Chris Armbruster answers on TD Ameritrade Network.

With stocks aggressively defying pandemic-era economic reality, possibly the most hotly debated issue in investment circles today is the current existence — or not — of a stock market bubble. If it looks like a bubble, and it buys and sells like a bubble, is it really a bubble? Because we know bubbles ultimately burst.

Chris Armbruster, a portfolio manager at Kayne Anderson Rudnick, is not a proponent of the theory that the stock market is in a major bubble right now. “We think there are a lot of fundamentals that indicate this is not the case,” he stated recently in an interview for TD Ameritrade Network.

Yes, the economy is in recession, and some signs have appeared that indicated bubble-like conditions in the past, such as the behavior of retail investors, the IPO market, and “blank-check companies.” However, Armbruster believes the market has actually done an impressive job, “climbing a wall of worry.”

Armbruster advocates an investment strategy that focuses on the qualitative characteristics that lead to superior long-term quantitative financial characteristics. “In other words, when we look at fundamentals, we’re analyzing how these companies will be performing in a couple of years.” Armbruster doesn’t believe the stock market’s price actions are totally disassociated with what the fundamentals will be as companies emerge on the other side of the pandemic crisis.

His optimism is fueled by what he sees as extraordinary efforts by the medical community and global fiscal policymakers. “We’re confident that the medical community will eventually develop a vaccine…In the meanwhile, there is an unprecedented level of stimulus around the world that we think will bridge the economic gap until we get back to a more normally functioning economy.”

Watch the full video to learn more and hear if Armbruster thinks the high prices for digital transformation companies are building a mini-bubble.

KAR's Jon Christensen Quoted in a Reuters Article
KAR Portfolio Manager Jon Christensen was quoted in a Reuters article titled “Fund managers navigate ‘Night of the Living Dead’ in small caps.”
Read the press release
KAR's Jon Christensen Quoted in a Reuters Article
August 10, 2020
KAR Portfolio Manager Jon Christensen was quoted in a Reuters article titled “Fund managers navigate ‘Night of the Living Dead’ in small caps.”

The article discusses the decline of small caps amid a resurgent coronavirus pandemic.

A link to the full article can be found here:  https://www.reuters.com/article/us-usa-stocks-weekahead/fund-managers-navigate-night-of-the-living-dead-in-small-caps-idUSKCN24I1WG

 

Financial Times Top 300 RIAs List For 2020
As in previous years, KAR again was named to the Financial Times Top 300 RIAs list for 2020.
Read the press release
Financial Times Top 300 RIAs List For 2020
August 10, 2020
As in previous years, KAR again was named to the Financial Times Top 300 RIAs list for 2020.

The list includes firms from 39 states and Washington, D.C. More than 760 RIAs competed for the top 300 list and were graded on AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.

A link to the full list can be found here: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563?FTCamp=engage/CAPI/webapp/Channel_Moreover//B2B

KAR Small-Cap Growth Fund Recognized for a Decade of Strong Performance
Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick.
Read the press release
KAR Small-Cap Growth Fund Recognized for a Decade of Strong Performance
June 24, 2020
Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick.

The Virtus-KAR Small Cap Growth Fund is the subject of a Reuters feature highlighting the Fund’s strong performance over the last decade relative to all other stock mutual funds. Though currently closed to new investors, the fund remains open to defined contribution and defined benefit plans.

 

Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick

 

https://www.reuters.com/article/us-usa-funds-decadebest/top-u-s-stockpickers-keep-low-profile-idUSKBN1Y82JR

 

KAR Wealth Manager Spuds Powell Was Quoted in Barron's
Putting Values at the Center of Wealth Planning
Read the press release
KAR Wealth Manager Spuds Powell Was Quoted in Barron's
May 29, 2020
Putting Values at the Center of Wealth Planning

KAR Wealth Manager Spuds Powell was quoted in a Barron’s article titled “Putting Values at the Center of Wealth Planning.” Powell shared his thoughts on structuring charitable giving for the younger generation.

https://www.barrons.com/articles/how-to-instill-values-when-teaching-kids-about-money-51590192190

 

KAR Senior Wealth Advisor Darnel Bentz Was Quoted in PlanAdviser
The Pull of Managed Accounts: Protection in Downturns
Read the press release
KAR Senior Wealth Advisor Darnel Bentz Was Quoted in PlanAdviser
May 7, 2020
The Pull of Managed Accounts: Protection in Downturns

KAR Senior Wealth Advisor Darnel Bentz was quoted in PlanAdviser in an article titled “The Pull of Managed Accounts: Protection in Downturns.” Bentz supports the idea that actively managed accounts, especially during periods of volatility, have the flexibility to take more active positions and overweight or underweight sectors versus target-date funds that may mirror a broad-based index with hundreds of stocks. They also allow for tax-loss harvesting.

https://www.planadviser.com/exclusives/pull-managed-accounts-protection-downturns/

KAR Received The PSN Top Guns Manager of The Decade Recognition
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small-Mid Cap Quality Value and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2019.
Read the press release
KAR Received The PSN Top Guns Manager of The Decade Recognition
April 03, 2020
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small-Mid Cap Quality Value and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2019.

In order to receive the Manager of the Decade designation, investment strategies must have returns greater than the style benchmark for the ten-year period ending December 31, 2019 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2019. The top ten performers for the latest ten-year period ending December 31, 2019 become the PSN Top Guns Manager of the Decade.

Informa Investment Solutions is a well-respected financial search and intelligence firm used by institutional asset managers.

Pensions & Investments Recently Ranked The Top Performing Managers
Pensions & Investments recently ranked the top-performing managers of separate accounts as of December 31, 2019, and the KAR Small-Mid Cap Sustainable Growth strategy was ranked #10 in the Overall U.S. Equity category for the trailing one year and the KAR Small Cap Sustainable Growth strategy was ranked #2 in the Overall U.S. Equity category for the trailing 5 years.
Read the press release
Pensions & Investments Recently Ranked The Top Performing Managers
March 17, 2020
Pensions & Investments recently ranked the top-performing managers of separate accounts as of December 31, 2019, and the KAR Small-Mid Cap Sustainable Growth strategy was ranked #10 in the Overall U.S. Equity category for the trailing one year and the KAR Small Cap Sustainable Growth strategy was ranked #2 in the Overall U.S. Equity category for the trailing 5 years.
Reuters Ran a Feature on the Virtus KAR Small-Cap Growth Fund
Reuters recently ran a feature on the Virtus KAR Small-Cap Growth Fund, Calling attention to its strong performance over the last decade relative to all other stock mutual funds. Read the article for insights from the fund’s portfolio managers:
Read the press release
Reuters Ran a Feature on the Virtus KAR Small-Cap Growth Fund
January 23, 2020
Reuters recently ran a feature on the Virtus KAR Small-Cap Growth Fund, Calling attention to its strong performance over the last decade relative to all other stock mutual funds. Read the article for insights from the fund’s portfolio managers:
The Atlantic Quotes KAR Senior Wealth Advisor Dustin Gale
How much inheritance is too much?
Read the press release
The Atlantic Quotes KAR Senior Wealth Advisor Dustin Gale
January 9, 2020
How much inheritance is too much?

Dustin Gale – The Atlantic

How much inheritance is too much? KAR senior wealth advisor Dustin Gale is quoted in The Atlantic among other advisors addressing this must-read topic.

https://www.theatlantic.com/family/archive/2019/10/big-inheritances-how-much-to-leave/600703/?utm_source=feed

WealthManagement.com Publishes KAR Senior Wealth Advisor Kevin O'Regan
KAR’s Senior Wealth Advisor Kevin O’Regan shares his 2020 market forecast with wealthmanagement.com. Learn how he recommends to prepare for 2020 and beyond.
Read the press release
WealthManagement.com Publishes KAR Senior Wealth Advisor Kevin O'Regan
January 9, 2020
KAR’s Senior Wealth Advisor Kevin O’Regan shares his 2020 market forecast with wealthmanagement.com. Learn how he recommends to prepare for 2020 and beyond.
KAR Featured in Forbes Magazine
KAR is featured in Forbes magazine in an article titled “Fortified Returns.”
Read the press release
KAR Featured in Forbes Magazine
June 6, 2019
KAR is featured in Forbes magazine in an article titled “Fortified Returns.”

KAR is featured in Forbes magazine in an article titled “Fortified Returns.” The article features an interview with CIO Doug Foreman, and provides a close-up on the company and our quality-driven approach to stock selection in the small- and mid-cap space.

KAR Wealth Advisors Managing Director Spuds Powell Featured on Family Wealth Report
Powell discusses the single-women demographic in wealth management and how to engage in navigating the “suddenly single” challenge
Read the press release
KAR Wealth Advisors Managing Director Spuds Powell Featured on Family Wealth Report
KAR Wealth Advisors Managing Director Spuds Powell Featured on Family Wealth Report
February 1, 2019
Powell discusses the single-women demographic in wealth management and how to engage in navigating the “suddenly single” challenge

Whether because of the death of a spouse or by divorce, many women, typically older, are left finding themselves “suddenly single” and needing to manage money in a significant or new way. Powell says it’s easy for them to “neglect steps they should be taking” out of emotional distress. The key, he says, is “to earn your clients trust and confidence so they feel totally comfortable asking any questions.”

Allen Kim quoted in U.S. News & World Report
Kim discusses current market conditions and some of the “best high-growth investments for retirement”
Read the press release
Allen Kim quoted in U.S. News & World Report
Allen Kim quoted in U.S. News & World Report
January 28, 2019
Kim discusses current market conditions and some of the “best high-growth investments for retirement”

Kim, Kayne Anderson Rudnick’s director of investment solutions, advises tech-focused high-growth stocks might be an area to consider for retirement investors, as these stocks can provide “a fundamental bottom-up strategy” with strong long-term returns. Other stock categories and funds Kim recommends include a target-date fund that historically has delivered “outsized returns from mid- to small-cap international investments” and an “innovation” ETF that incorporates an active management approach.

Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
Thrasher, a portfolio manager and senior research analyst at KAR, speaks about the asset class broadly and highlights the importance of investing in high-quality businesses, a key element of the investment philosophy underpinning the KAR International Small Cap strategy
Read the press release
Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
January 28, 2019
Thrasher, a portfolio manager and senior research analyst at KAR, speaks about the asset class broadly and highlights the importance of investing in high-quality businesses, a key element of the investment philosophy underpinning the KAR International Small Cap strategy

An advantage of the international small-cap universe, Thrasher shares, is that the asset class is less efficient and has fewer analysts paying attention to the companies, which offers skilled managers an opportunity to add value through bottom-up research. He also emphasizes that, while people may think international small-cap is inherently much more risky, the risk measures of the category is, in fact, not much different from those of international large-cap or domestic small-cap. Listen to the podcast for his stock recommendations and thoughts on portfolio holdings.

KAR CIO Doug Foreman Featured on TD America Network’s Morning Trade Live
Foreman shared his thoughts on the equity market, highlighting areas and businesses that have seen meaningful increases in their stock prices after an underwhelming fourth quarter.
Read the press release
KAR CIO Doug Foreman Featured on TD America Network’s Morning Trade Live
KAR CIO Doug Foreman Featured on TD America Network’s Morning Trade Live
January 28, 2019
Foreman shared his thoughts on the equity market, highlighting areas and businesses that have seen meaningful increases in their stock prices after an underwhelming fourth quarter.

Foreman illustrates that today’s conversation among strategists and investors are certainly different from a year ago: at the beginning of 2018 people thought the “economy was bullet-proof,” and “synchronized global growth” was an oft-cited phrase. Not so right now; people are aware the economic outlook has shifted. But at the same time, investors also have moved past the fear that was prevalent in the markets in December. Foreman adds that stock prices have adjusted downward enough that many are now back in favor with investors, and details the strong performance notched recently by Okta, a KAR portfolio company.

WealthManagement.com Publishes Article by KAR Senior Wealth Advisor Matt Hanson
“Expect Volatility, Ensure a Solid Plan” was published as part of the publication’s 2019 market outlook issue
Read the press release
WealthManagement.com Publishes Article by KAR Senior Wealth Advisor Matt Hanson
January 3, 2019
“Expect Volatility, Ensure a Solid Plan” was published as part of the publication’s 2019 market outlook issue

Matt Hanson points to the volatility inherent in global markets and recommends investors maintain their long-term objectives rather than try to make changes to their portfolios driven by episodic pullbacks. He provides actionable advice, calling for investors to check their financial plan and portfolios, to consider alternatives, and to upgrade the quality of their investment holdings.

KAR has selected California Fire Foundation and the Pepperdine Strong Fund as charitable organizations to support during the 2018 holiday season.

Read the press release
KAR has selected California Fire Foundation and the Pepperdine Strong Fund as charitable organizations to support during the 2018 holiday season.
December 20, 2018

This year’s wildfires in California made for the most destructive season on state record. More than 8,000 fires burned approximately 1.8 million acres, according to the National Interagency Fire Center. Countless lives have been impacted by these fires throughout the state, including the Woolsey Fire in Los Angeles and Ventura counties. We selected the California Fire Foundation as it provides critical support to firefighters, surviving families of fallen firefighters, and their communities.

The Pepperdine Strong Fund supports students and families impacted by recent crises within the community: the mass shooting in Thousand Oaks in early November and the wildfires in Malibu and the surrounding areas. We selected this organization as it reaches those that were impacted by both of these tragic events, particularly impacting many young individuals.

A Note on Market Volatility and KAR's Focus
Judging by stock market returns, this holiday season has been anything but cheerful.
Read the press release
A Note on Market Volatility and KAR's Focus
December 20, 2018
Judging by stock market returns, this holiday season has been anything but cheerful.

Stocks have suffered wild bouts of volatility recently, with major stock indices fluctuating between new lows and short-lived recoveries. The S&P 500 Index is down 13.56% quarter-to-date through Wednesday, December 19, 2018, with the day closing on a downtick following the Federal Reserve’s decision to raise another quarter point in the benchmark interest rate while projecting a slower pace of rate hikes in the next year.

Kim Friedricks on Bloomberg
The managing director of fixed income at KAR, who spoke at a recent Bond Buyer conference, was quoted in an article titled “California's Already-High Demand for Tax-Free Debt May Grow More”
Read the press release
Kim Friedricks on Bloomberg
October 9, 2018
The managing director of fixed income at KAR, who spoke at a recent Bond Buyer conference, was quoted in an article titled “California's Already-High Demand for Tax-Free Debt May Grow More”

Another big boost in demand” for municipal bonds might be in store “through tax season,” according to Friedricks, as the Internal Revenue Service continues to roll out rulings since the tax overhaul that passed last December and as tax professionals figure out these new rules being issues. California municipal-bond yields are likely to stay “below those seen in the rest of the municipal market,” Friedricks said.

KAR CIO Doug Foreman Speaks on Cloud Investing on TD America Network
Doug Foreman spoke about cloud companies held in the KAR Mid-Cap Sustainable Growth strategy, including credit analytics firm Fair Isaac Corp. and security company Okta.
Read the press release
KAR CIO Doug Foreman Speaks on Cloud Investing on TD America Network
September 10, 2018
Doug Foreman spoke about cloud companies held in the KAR Mid-Cap Sustainable Growth strategy, including credit analytics firm Fair Isaac Corp. and security company Okta.

Doug Foreman shared his market strategy of focusing on quality businesses, investing for the longer term, looking for companies with sustainable competitive advantages, and applying a research-intensive, bottom-up fundamental process to investing. Foreman emphasized the strong growth prospects of cloud deployment and the cloud software sector in the U.S. and abroad.

KAR CIO Doug Foreman on CNBC’s Beat the Street
The conversation centered on the performance of the Virtus KAR Mid-Cap Growth Fund, which is up about 26% year to date and 33% over the past year.
Read the press release
KAR CIO Doug Foreman on CNBC’s Beat the Street
August 31, 2018
The conversation centered on the performance of the Virtus KAR Mid-Cap Growth Fund, which is up about 26% year to date and 33% over the past year.

Doug Foreman spoke with CNBC’s Brian Sullivan on how his mid-cap growth fund is outpacing the market. He shared thoughts on portfolio allocation, a focus on fundamentals and particular stocks that have been fueling performance.

The Story of a Special KAR Leader — Our COO Jeannine Vanian
The LA Times details the story of Jeannine Vanian in an article titled “Determination born of childhood hardship pushed a temp worker to chief operating officer of a top investment firm”
Read the press release
The Story of a Special KAR Leader — Our COO Jeannine Vanian
August 29, 2018
The LA Times details the story of Jeannine Vanian in an article titled “Determination born of childhood hardship pushed a temp worker to chief operating officer of a top investment firm”

Vanian Talks to The Los Angeles Times About Determination and Building a Female-Friendly Workforce in a Male-Dominated Industry

Jeannine Vanian has been chief operating officer of Kayne Anderson Rudnick since October 2005, but her history with the firm began long before that, when Allan Rudnick brought a promising temp worker with him when he left his former firm to start KAR in 1984. Starting as an assistant, Vanian climbed the rungs to portfolio administrator, director of portfolio administration and managing director before becoming COO in charge of operations, trading, marketing, accounting, client services and human resources.

Born to an Armenian family in Ethiopia, Jeannine was determined from early on to succeed as an independent woman. She spent long hours at work and study to earn a business degree at American University in Cairo. She then followed family members to the U.S., where she met Rudnick. He and the other KAR founders recognized her value from the beginning. Vanian said her superiors always said, “‘You can do this, we know you can.’”

Vanian has always been team and mission-oriented. “I’m very passionate about the firm, and really believe in what we do here. [I believe in] Having the attitude of, we’ll do whatever it takes as a team.”

Vanian also believes it’s very important to “be willing to listen to other viewpoints.” In line with these values, Vanian has helped assemble a team unlike many in her industry. KAR employees speak 22 different languages. In addition, “we’re in finance, which is generally a male-dominated industry,” Vanian said, “and 41% of our employees are women; 53% of our managers are women.”

“My hunch is that we might see more women come through here than many other firms in our industry because when they go to the website, they see that there is a strong female presence here and they are attracted to that.”

Read the full article to learn more about what drove Jeannine to succeed and her abiding belief that the key to good leadership is “hiring the right people.” 

 

Kayne Anderson Rudnick is an investment advisory firm with offices across the country and $42.2 billion in assets under management. The company manages assets for high-net-worth and ultra-high-net-worth individuals as well as institutional clients and, with over 30 years of experience, is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

WealthManagement.com Features Article by KAR Senior Wealth Advisor Sam Waltman
Focus on What You Can Control: Invest in Quality and Don’t Time the Markets" was published as part of the publication’s 2018 mid-year outlook series.
Read the press release
WealthManagement.com Features Article by KAR Senior Wealth Advisor Sam Waltman
August 29, 2018
Focus on What You Can Control: Invest in Quality and Don’t Time the Markets" was published as part of the publication’s 2018 mid-year outlook series.

Sam Waltman discusses the shift today in the tone of conversations between wealth advisers and clients and poses the question of where investors should be looking to best meet their financial objectives. The article points to the importance of controlling what can be controlled while not trying to time the markets. Support for this advice includes the strong track record of focused investments in high-quality stocks over the long term.

KAR Small Cap Quality Select is No. 1 Again on Pension & Investments List
A one-year return of 80.36% through June 30, 2018, landed SCQS atop the publication’s “Top-Performing Managers” report.
Read the press release
KAR Small Cap Quality Select is No. 1 Again on Pension & Investments List
August 21, 2018
A one-year return of 80.36% through June 30, 2018, landed SCQS atop the publication’s “Top-Performing Managers” report.

This was the fourth straight quarter that KAR’s SCQS was ranked No. 1 on the list, “and again by a wide margin,” according to the P&I report. KAR’s Small Cap Sustainable Growth strategy also was ranked, No. 9 with a 44.83% return for the year. SCQS and SCSG were ranked No. 6 and No. 8, respectively, based on five-year returns.

Hyung Kim Quoted in TheStreet
Portfolio Manager and Senior Research Analyst Hyung Kim advises on factors to look for when investing in companies.
Read the press release
Hyung Kim Quoted in TheStreet
July 27, 2018
Portfolio Manager and Senior Research Analyst Hyung Kim advises on factors to look for when investing in companies.

TheStreet’s article “How to Avoid Investing in a John Schnatter: Dumbest Thing on Wall Street” focuses on the need for smart investing in which investors do their research in order to “reduce the chances of finding [themselves] on the wrong side of a corporate governance scandal,” alluding to the “PR nightmare” of Papa John’s founder John Schnatter. KAR’s Hyung Kim advises that investors should not be “fooled by a high market share, a strong management team or great products alone,” and instead look for “strong qualities that allow the businesses to resist competitive forces and thereby produce high and sustainable profitability.”

KAR on Financial Times List of Top 300 RIAs
Kayne Anderson Rudnick Investment Management was named among the top 300 registered investment advisers in the U.S., a list of “an elite group” compiled by the Financial Times.
Read the press release
KAR on Financial Times List of Top 300 RIAs
July 3, 2018
Kayne Anderson Rudnick Investment Management was named among the top 300 registered investment advisers in the U.S., a list of “an elite group” compiled by the Financial Times.

The publication assesses RIAs on characteristics “desirable to clients” in determining the 300 names. Its methodology involves grading advisers across six broad factors including AUM, asset growth, compliance record and industry certification of key employees.

 

Matt Hanson Quoted in U.S. News & World Report
Senior Wealth Advisor Matt Hanson was featured in an article titled “8 Do’s and Don'ts During Market Volatility”
Read the press release
Matt Hanson Quoted in U.S. News & World Report
Matt Hanson Quoted in U.S. News & World Report
June 18, 2018
Senior Wealth Advisor Matt Hanson was featured in an article titled “8 Do’s and Don'ts During Market Volatility”

The article provides tips on how to approach and navigate choppy markets. In supporting the advice “Don’t let emotions take over,” Matt says that “less is more during volatile times” and advises against taking immediate action driven by emotions, as “a bad volatility-induced trade can be hard to recover from later on.”

Sam Waltman Quoted in U.S. News & World Report Article
Senior Wealth Advisor Sam Waltman was featured in an article titled “How to Teach Your Parents to Invest”
Read the press release
Sam Waltman Quoted in U.S. News & World Report Article
Sam Waltman Quoted in U.S. News & World Report Article
June 18, 2018
Senior Wealth Advisor Sam Waltman was featured in an article titled “How to Teach Your Parents to Invest”

The article highlights the importance of investing for retirement and how adult children might need to guide their parents in that endeavor. It provides several points of advice, including how the children should be collaborators rather than lecturers and how a portfolio should be diversified with quality investments. “When choosing individual investments, look for quality,” says Sam Waltman. “Riskier, low-quality investments are the first ones to sell off in a downturn.” He also adds that investors “should keep some cash on hand” and not put everything into the market, so as to help avoid forced selling during down markets.

Article by Kim Friedricks on Financial Planning
KAR Managing Director of Fixed Income Kim Friedricks emphasizes the strengths of separately managed accounts in the article titled “Adding Value by Investing in SMAs
Read the press release
Article by Kim Friedricks on Financial Planning
Article by Kim Friedricks on Financial Planning
June 18, 2018
KAR Managing Director of Fixed Income Kim Friedricks emphasizes the strengths of separately managed accounts in the article titled “Adding Value by Investing in SMAs

The article is part of Financial Planning’s latest 30 Days 30 Ways series, which evaluates fixed-income opportunities when interest rates are rising. It highlights the opportunities that can arise when rates rise, despite the potential threat to bond prices. The dynamic nature of short- and long-term interest rates creates room for individually managed portfolios to benefit over passive participation in funds. Such benefits include the ability of active investment managers to buy individual bonds at opportunistic prices when fund investors get spooked and sell, as well as the ability of active managers to time their trades.

KAR CIO Doug Foreman on CNBC, Highlights Keeping Investment Focus on Real Economy
Doug Foreman speaks live on CNBC’s Closing Bell on June 1, 2018
Read the press release
KAR CIO Doug Foreman on CNBC, Highlights Keeping Investment Focus on Real Economy
June 5, 2018
Doug Foreman speaks live on CNBC’s Closing Bell on June 1, 2018

KAR Chief Investment Officer Doug Foreman was a guest on CNBC’s Closing Bell segment on Friday, June 1, 2018. Topics touched upon included the current state of the global markets and a stock rally of the day on a strong U.S. jobs report. Doug discussed how KAR aims to “keep politics out” of our investing and to “stay focused on what’s actually happening with the real economy,” pointing out factors such as plentiful jobs and interest rates that are still relatively benign that combine to create a favorable environment for equities.

 

https://www.cnbc.com/video/2018/06/01/stocks-rally-on-strong-jobs-report.html

The KAR Small Cap Sustainable Growth strategy was named Asset Manager of the Year in the U.S. “Equity Small- or Mid-Cap” category by Envestnet and Investment Advisor
The 2018 Asset Manager Awards were presented to top active managers in a number of categories, including U.S. Large-Cap, International/Global, Fixed Income and Impact and Strategist.
Read the press release
The KAR Small Cap Sustainable Growth strategy was named Asset Manager of the Year in the U.S. “Equity Small- or Mid-Cap” category by Envestnet and Investment Advisor
May 22, 2018
The 2018 Asset Manager Awards were presented to top active managers in a number of categories, including U.S. Large-Cap, International/Global, Fixed Income and Impact and Strategist.

To be eligible for the awards, a management team must have “at least three years of experience running a strategy with $200 million or more in assets,” and the strategy must be available to advisors on the Envestnet platform.

KAR was ranked by Institutional Investor in its 2018 list of the 300 largest U.S.-based asset managers
The 15th annual II list is based on assets under management as of Dec. 31, 2017. KAR was ranked at No. 224, with $18.9 billion in AUM.
Read the press release
KAR was ranked by Institutional Investor in its 2018 list of the 300 largest U.S.-based asset managers
KAR was ranked by Institutional Investor in its 2018 list of the 300 largest U.S.-based asset managers.
May 22, 2018
The 15th annual II list is based on assets under management as of Dec. 31, 2017. KAR was ranked at No. 224, with $18.9 billion in AUM.

Institutional Investor, in recognizing the biggest asset managers in the country, writes that those who can take advantage of technological resources, including “machine learning, data science and artificial intelligence to glean insights from the explosion of data … will be in the best position to thrive as the industry is remade over the next decade.”

Randy Allen Featured in InvestmentNews
Senior Wealth Advisor Randy Allen was featured in the article “Advisers push retired clients to embrace investment risk.”
Read the press release
Randy Allen Featured in InvestmentNews
May 9, 2018
Senior Wealth Advisor Randy Allen was featured in the article “Advisers push retired clients to embrace investment risk.”

The article highlights challenges faced by wealth advisers in helping clients who are in or nearing retirement to frame the idea of risk. Many retirees, say advisers, can become overly conservative with their investments, which may not be the best way to allocate assets especially given today’s interest rates that are still very low historically. KAR’s Randy Allen speaks to the importance of doing the “planning on the front end,” which can help clients see “the cost of getting too conservative” and help “reshape their feelings about risk.”

Virtus KAR Small-Cap Growth Fund Featured in WSJ

Read the press release
Virtus KAR Small-Cap Growth Fund Featured in WSJ
April 27, 2018
KAR Wealth Advisory Group Ranked No. 7 in CA on Barron’s 2018 List
Spuds Powell and his team made Barron’s latest list of the top 1,200 financial advisors nationwide. This is the 5th-straight year that KAR has been ranked among the top 10 in California on this annual list.
Read the press release
KAR Wealth Advisory Group Ranked No. 7 in CA on Barron’s 2018 List
March 20, 2018
Spuds Powell and his team made Barron’s latest list of the top 1,200 financial advisors nationwide. This is the 5th-straight year that KAR has been ranked among the top 10 in California on this annual list.

The Top 1,200 ranking is the “largest, most comprehensive listing” printed by Barron’s. It covers both independent advisors who run their own practices and advisors from big Wall Street firms. Barron’s determines the rankings based on various factors including assets under management, revenue generated by the advisors and the quality of their practices.

https://goo.gl/hVR86E

 

Forbes Ranks Spuds Powell and Tom Connaghan Among Best Wealth Advisors in CA
Spuds Powell, managing director of KAR Wealth Advisors, was ranked No. 13 on the 2018 “Best-in-State Wealth Advisors” list by Forbes in the California (South) category. Senior Wealth Advisor Tom Connaghan was ranked No. 58 in the California (North) category.
Read the press release
Forbes Ranks Spuds Powell and Tom Connaghan Among Best Wealth Advisors in CA
March 20, 2018
Spuds Powell, managing director of KAR Wealth Advisors, was ranked No. 13 on the 2018 “Best-in-State Wealth Advisors” list by Forbes in the California (South) category. Senior Wealth Advisor Tom Connaghan was ranked No. 58 in the California (North) category.

The Best-in-State Wealth Advisors list names more than 2,000 top-performing advisors nationwide, with 138 entries in the California (South) category and 118 names in the California (North) category.

https://goo.gl/BR6ztW

Four KAR Strategies Named Top Gun Manager of the Decade by PSN
PSN, an investment manager database and part of Informa Investment Solutions, has named the following four KAR strategies a ”Top Gun Manager of the Decade” in each of their respective investment style universes: Small Cap Core, Small Cap Sustainable Growth, Small-Mid Cap Quality Value and Mid Cap Core
Read the press release
Four KAR Strategies Named Top Gun Manager of the Decade by PSN
March 15, 2018
PSN, an investment manager database and part of Informa Investment Solutions, has named the following four KAR strategies a ”Top Gun Manager of the Decade” in each of their respective investment style universes: Small Cap Core, Small Cap Sustainable Growth, Small-Mid Cap Quality Value and Mid Cap Core

The qualifying criteria for the Manager of the Decade ranking include: (1) returns greater than that of the style benchmark for the 10-year period ending 12/31/17, (2) standard deviation less than that of the style benchmark for the 10-year period ending 12/31/17, and (3) an R-Squared of 0.80 or greater to the style benchmark. The top 10 performers that meet these criteria are named “Managers of the Decade.”

KAR CIO Doug Foreman Talks Stock Market Strength on CNBC
Doug Foreman speaks live on CNBC’s Closing Bell on March 9, 2018
Read the press release
KAR CIO Doug Foreman Talks Stock Market Strength on CNBC
March 12, 2018
Doug Foreman speaks live on CNBC’s Closing Bell on March 9, 2018

KAR Chief Investment Officer Doug Foreman was a guest on CNBC’s Closing Bell segment on Friday, March 9, 2018. He discussed the market activities of the day, which staged a rally to close out the week, and provided insight on the technology sector and reasons for being “very favorably inclined toward the balance of the year” in terms of the stock market.

https://www.cnbc.com/video/2018/03/09/charlop-the-vix-is-telling-you-this-is-a-one-way-market-upward.html

 

 

KAR Strategy Ranked No. 1 on Pensions & Investments List of Top U.S. Equity Managers
KAR Small Cap Quality Select was highlighted by P&I as the best performer among domestic equity strategies last year.
Read the press release
KAR Strategy Ranked No. 1 on Pensions & Investments List of Top U.S. Equity Managers
February 26, 2018
KAR Small Cap Quality Select was highlighted by P&I as the best performer among domestic equity strategies last year.

P&I, in an article titled “Small-Cap Equity Strategies Give Way to Large Cap, Technology in Latest Quarter,” highlighted KAR Small Cap Quality Select as the best-performing strategy in the overall U.S. equity category, outperforming “by a wide margin” with a gross return of 65.72% for 2017. The KAR Small Cap Sustainable Growth strategy also was featured by P&I as a top-10 performer based on trailing-5-year returns.

http://www.pionline.com/article/20180219/ONLINE/180219930/small-cap-equity-strategies-give-way-to-large-cap-technology-in-latest-quarter#

Spuds Powell Featured in Los Angeles Business Journal
Spuds Powell was featured in Los Angeles Business Journal column titled “Westside Remix: Spuds, Tiger, Flamethrowers”
Read the press release
Spuds Powell Featured in Los Angeles Business Journal
February 22, 2018
Spuds Powell was featured in Los Angeles Business Journal column titled “Westside Remix: Spuds, Tiger, Flamethrowers”

The L.A. Business Journal’s column features Spuds Powell, managing director of Kayne Anderson Rudnick Wealth Advisors, for his No. 1 ranking in the Barron’s list of top 100 independent wealth advisors of 2017. The column highlights KAR as a “local stalwart” that competes with Wall Street giants while providing focused care to clients.

http://labusinessjournal.com/news/2018/feb/16/westside-remix-spuds-tiger-flamethrowers/

Darnel Bentz Featured in The Wall Street Journal
Senior Wealth Advisor Darnel Bentz was featured in an adviser profile in The Wall Street Journal, titled “On Forging Deep Client Relationships.”
Read the press release
Darnel Bentz Featured in The Wall Street Journal
February 7, 2018
Senior Wealth Advisor Darnel Bentz was featured in an adviser profile in The Wall Street Journal, titled “On Forging Deep Client Relationships.”

Darnel Bentz, a senior wealth adviser at Kayne Anderson Rudnick Wealth Advisors, shares his background in the WSJ article, including how he started on the road to a career in finance. He also discusses his commitment to initiating and managing client relationships himself and provides an overview of some key investment strategies KAR employs in managing client wealth.

Todd Beiley Ranked No. 1 in CityWire List of Top U.S. Small/Mid-Cap Managers
Todd Beiley was featured in a CityWire article titled “The Top US Small/Mid-Cap Managers Revealed.” He was named the best-performing manager in the category based on the trailing-12-month performance of the Virtus GF US Small Cap Fund that he manages.
Read the press release
Todd Beiley Ranked No. 1 in CityWire List of Top U.S. Small/Mid-Cap Managers
February 1, 2018
Todd Beiley was featured in a CityWire article titled “The Top US Small/Mid-Cap Managers Revealed.” He was named the best-performing manager in the category based on the trailing-12-month performance of the Virtus GF US Small Cap Fund that he manages.

Portfolio Manager Todd Beiley came in at the top of CityWire’s list of best-performing small/mid-cap managers with the 45% trailing-12-month performance by the Virtus GF US Small Cap Fund. The article speaks to Todd’s “high-conviction strategy [that] seeks to identify high-quality companies that dominate their market, have excellent managers, strong balance sheets and show consistent growth.”

http://citywireamericas.com/news/the-top-us-small-or-mid-cap-managers-revealed/a1086790?ref=international_Americas_latest_news_list

Jon Christensen Featured in FundFire Article
Jon Christensen was featured in a FundFire article titled “Active Equity Managers Share Tips to Fight Passive Tide”
Read the press release
Jon Christensen Featured in FundFire Article
February 1, 2018
Jon Christensen was featured in a FundFire article titled “Active Equity Managers Share Tips to Fight Passive Tide”

The article by FundFire highlights a number of U.S. active managers that have enjoyed strong investor flows in the current environment of tough competition against low-cost passive funds. The article highlights Kayne Anderson Rudnick’s Small Cap Quality Value, Small Cap Sustainable Growth and Small-Mid Cap strategies, which all have seen positive net flows in recent quarters. It features Jon Christensen, portfolio manager and senior research analyst at KAR, who talks about what it means to deliver products that are differentiated from their benchmarks.

Tom Connaghan Featured in WealthManagement.com Magazine
Tom Connaghan authored the article "Time to Check Complacency and Check Up on Portfolio" for the magazine's 2017 year-end outlook issue.
Read the press release
Tom Connaghan Featured in WealthManagement.com Magazine
January 3, 2018
Tom Connaghan authored the article "Time to Check Complacency and Check Up on Portfolio" for the magazine's 2017 year-end outlook issue.

Kayne Anderson Rudnick senior wealth advisor Tom Connaghan says a “portfolio checkup” is in order as investors navigate a time of elevated valuation and low market volatility that perhaps have created room for investor complacency. The piece advises investors to review their assets and consider ways to prepare for a market correction.

Spuds Powell Featured in Barron’s Roundtable
Spuds Powell was featured in a Barron’s article titled “Investment Advisors Take Wary Views From on High.
Read the press release
Spuds Powell Featured in Barron’s Roundtable
January 3, 2018
Spuds Powell was featured in a Barron’s article titled “Investment Advisors Take Wary Views From on High.

Spuds Powell, managing director of Kayne Anderson Rudnick Wealth Advisors, participated in a roundtable by Barron’s that focused on ways to prepare clients for 2018. The discussion featured five individuals from the publication’s list of the top 100 independent advisors of 2017, on which Spuds was ranked No. 1. In the article, Spuds discusses implications of tax reform, opportunities in foreign markets and a potential market correction.

InvestmentNews Ranks KAR Among Largest RIAs
KAR was listed by InvestmentNews as the 10th biggest RIA in the U.S. and 4th in California.
Read the press release
InvestmentNews Ranks KAR Among Largest RIAs
December 22, 2017
KAR was listed by InvestmentNews as the 10th biggest RIA in the U.S. and 4th in California.

In its 2017 RIA Rundown, a ranking of more than 1,900 fee-only registered investment advisory firms, InvestmentNews listed Kayne Anderson Rudnick at No. 10 nationally and No. 4 in California. The rankings are based on total assets under management reported as of November 1, 2017.

Spuds Powell Featured in the Wall Street Journal
Spuds Powell was quoted in an article in the Wall Street Journal yesterday titled “What to Consider Before You Dash Into Cash.”
Read the press release
Spuds Powell Featured in the Wall Street Journal
December 4, 2017
Spuds Powell was quoted in an article in the Wall Street Journal yesterday titled “What to Consider Before You Dash Into Cash.”

“Instead of waiting for a market correction and then trying to figure out whether it’s a good time to reinvest, develop a plan for buying stocks in advance, says Spuds Powell, managing director of Los Angeles-based advisory firm Kayne Anderson Rudnick. Leaving the decision until stocks are plummeting is a bad idea, because many people become paralyzed by worry that the bottom will be a lot farther down, he says.”

“A solution used by Mr. Powell of Kayne Anderson Rudnick is to design a portfolio, or a portion of a portfolio, that distributes a steady flow of income each month from a combination of interest payments and dividends. “When people see that regular stream of income, it goes a long way toward eliminating the anxiety some have about the market,” Mr. Powell says.”

Copies of the full article are attached.

Chris Wright Quoted on CNBC.com
Chris Wright was quoted in an article on Thor Industries on CNBC.com titled “Boomers and millennials love RVs and that’s sending Thor Industries stock blitzing higher.”
Read the press release
Chris Wright Quoted on CNBC.com
November 28, 2017
Chris Wright was quoted in an article on Thor Industries on CNBC.com titled “Boomers and millennials love RVs and that’s sending Thor Industries stock blitzing higher.”

Kayne Anderson Rudnick analyst Chris Wright told CNBC that…lightweight, cheaper towable products combined with an increase in younger buyers—both millennials and new families alike—have “been the big driver for the past few years in the industry. National parks’ visitation statistics are exemplary of this: since 2014, on an aggregate, the amount of visitation is hitting all-time highs every single year,” Wright said. “That strong uptick has tracked along with Thor’s results.”

A link to the full article can be found here:
https://www.cnbc.com/2017/11/28/boomers-and-millennials-send-thor-industries-stock-blitzing-higher.html

Spuds Powell Featured in the Pacific Coast Business Times
Spuds Powell was featured in the Pacific Coast Business Times as a panelist for The Investor Roundtable in their Fall Economic Forecast edition.
Read the press release
Spuds Powell Featured in the Pacific Coast Business Times
November 15, 2017
Spuds Powell was featured in the Pacific Coast Business Times as a panelist for The Investor Roundtable in their Fall Economic Forecast edition.
KAR Small Cap Quality Select and Small Cap Sustainable Growth Strategies Featured in Pension & Investments
The KAR Small Cap Quality Select and Small Cap Sustainable Growth strategies along with portfolio manager Todd Beiley were all featured in Pension & Investments in the article titled “Small-Cap Strategies Continue Win Streak in Latest Quarter.”
Read the press release
KAR Small Cap Quality Select and Small Cap Sustainable Growth Strategies Featured in Pension & Investments
November 13, 2017
The KAR Small Cap Quality Select and Small Cap Sustainable Growth strategies along with portfolio manager Todd Beiley were all featured in Pension & Investments in the article titled “Small-Cap Strategies Continue Win Streak in Latest Quarter.”

The Small Cap Quality Select strategy was ranked #1 in the U.S. Stock and Small Growth categories for the trailing one-year ending 9/30/17.

The Small Cap Sustainable Growth strategy was ranked #4 in the Small Growth category for the trailing one year and #3 for the trailing five years and ranked #8 in the U.S. Stock category for the trailing one year and #10 in the U.S. Stock category for the trailing five years.

Links to the article and rankings are below:
http://www.pionline.com/article/20171113/ONLINE/171119956/small-cap-strategies-continue-win-streak-in-latest-quarter

http://www.pionline.com/article/20171113/INTERACTIVE/309309976/top-performing-managers-by-category-separate-accounts-3rd-quarter-2017/W

Darnel Bentz Quoted on CNBC.com
Darnel was featured in an article titled “3 Simple Tax Tricks Just for Retirees.”
Read the press release
Darnel Bentz Quoted on CNBC.com
October 21, 2017
Darnel was featured in an article titled “3 Simple Tax Tricks Just for Retirees.”
Chris Armbruster Quoted in Bloomberg News
Chris Armbruster was quoted in Bloomberg News in an article titled “A Major Backlash is Brewing Against Big Tech. Here’s Why Investors Don’t Care.”
Read the press release
Chris Armbruster Quoted in Bloomberg News
October 19, 2017
Chris Armbruster was quoted in Bloomberg News in an article titled “A Major Backlash is Brewing Against Big Tech. Here’s Why Investors Don’t Care.”

“The nebulous headline risk of potential regulation that may or may not be impactful is not enough to move us off a tremendous fundamental growth story,” said Chris Armbruster, an analyst at investment firm Kayne Anderson Rudnick, which oversees more than $15 billion. The firm owns shares of Facebook, Amazon and Google. “Their businesses are tremendously strong, even at the scale they’re operating.”

A link to the full article can be found here:
https://www.bloomberg.com/news/articles/2017-10-19/tech-rally-persists-as-growth-forecasts-outweigh-crackdown-risk

Doug Foreman Quoted in U.S. News & World Report
Doug Foreman was quoted in an article published in U.S. News & World Report titled “Will the Falling Dollar Hurt Stocks?”
Read the press release
Doug Foreman Quoted in U.S. News & World Report
October 19, 2017
Doug Foreman was quoted in an article published in U.S. News & World Report titled “Will the Falling Dollar Hurt Stocks?”

Japan and emerging markets are also doing better this year, says Doug Foreman, chief investment officer and a portfolio manager at Los Angeles-based Kayne Anderson Rudnick Investment Management. Even though the dollar is weaker now, it could soften further. “The dollar could get maybe 20 percent weaker, and it would really just be back to where it was a couple of years ago when the rest of the world wasn’t growing and we were,” Foreman says

A link to the full article can be found here:
https://money.usnews.com/investing/investing-101/articles/2017-10-19/will-the-falling-dollar-hurt-stocks

Doug Foreman Quoted on CNBC.com
Doug was quoted in an article titled “The Fed Just Got What it was Looking for to Satisfy its Hawkish Bent.”
Read the press release
Doug Foreman Quoted on CNBC.com
October 6, 2017
Doug was quoted in an article titled “The Fed Just Got What it was Looking for to Satisfy its Hawkish Bent.”
KAR Ranked #1 on Barron's List of Top 100 Independent Advisors
The ranking is based on a survey of more than 3,500 advisors
Read the press release
KAR Ranked #1 on Barron's List of Top 100 Independent Advisors
September 18, 2017
The ranking is based on a survey of more than 3,500 advisors

KAR was recently ranked #1 in the 2017 edition of Barron’s Top 100 Independent Advisors list, making it the fifth consecutive year that KAR has ranked in the top 10, and the first time the firm has received the top ranking. This ranking is based on a survey of more than 3,500 advisors.

http://webreprints.djreprints.com/54178.pdf

Doug Foreman Discusses Corporate Earnings Growth on Bloomberg Radio
New Interview with Bloomberg Radio Syndicated to Several Radio Stations
Read the press release
Doug Foreman Discusses Corporate Earnings Growth on Bloomberg Radio
September 11, 2017
New Interview with Bloomberg Radio Syndicated to Several Radio Stations

In an interview appearing on syndicated Bloomberg radio, KAR CIO Doug Foreman offered insight on why stocks have been gaining since last year. (Clip courtesy of Bloomberg)

Doug Foreman featured on Bloomberg syndicated radio

Steve Rigali Quoted in WSJ, Discusses Price Movement Among Food Retailers
Rigali Offers Insight on Why Food Companies Are Experiencing Price Movements
Read the press release
Steve Rigali Quoted in WSJ, Discusses Price Movement Among Food Retailers
September 5, 2017
Rigali Offers Insight on Why Food Companies Are Experiencing Price Movements

KAR Executive Managing Director Steve Rigali was recently quoted in a Wall Street Journal article, discussing the impact the Amazon-Whole Foods deal is having on food retailers. The quote appears in several publications.

http://www.foxbusiness.com/features/2017/08/25/u-s-stocks-rise-notch-weekly-gains0.html

 

 

Spuds Powell Featured in WSJ Adviser Profile
Powell discusses KAR Wealth Management, Investment Objectives and Alternatives in the Profile
Read the press release
Spuds Powell Featured in WSJ Adviser Profile
September 5, 2017
Powell discusses KAR Wealth Management, Investment Objectives and Alternatives in the Profile

Spuds Powell, KAR Managing Director, is featured in a WSJ Adviser Profile, where he discusses his background, practice, working with clients and preferred investments.

Spuds Powell Discusses Wealth Management for Singles and Widowers with Investor’s Business Daily
Powell Addresses Role of Advisors in Assisting Single or Widowed Clients
Read the press release
Spuds Powell Discusses Wealth Management for Singles and Widowers with Investor’s Business Daily
September 4, 2017
Powell Addresses Role of Advisors in Assisting Single or Widowed Clients

KAR Managing Director Spuds Powell shares with Investor’s Business Daily about how he advises his single or widowed clients, who may have circumstances that are different than his married clients.

 

http://www.investors.com/news/management/financial-advisor-briefing/singles-come-with-their-own-set-of-issues-sensitivities/

 

Spuds Powell’s Mid-Year Outlook Featured in WealthManagement.com
Powell Discusses Trump Bump and Pullback Panic
Read the press release
Spuds Powell’s Mid-Year Outlook Featured in WealthManagement.com
August 31, 2017
Powell Discusses Trump Bump and Pullback Panic

In his mid-year outlook, Spuds Powell, Managing Director for Kayne Anderson Rudnick, discusses several critical economic markers and what they mean for the global economy.

Todd Beiley Discusses KAR Small Cap Growth Strategy in Barron’s
KAR Portfolio Manager Todd Beiley Provides Insight Into the Holdings and Factors Behind the Portfolio’s Performance
Read the press release
Todd Beiley Discusses KAR Small Cap Growth Strategy in Barron’s
August 30, 2017
KAR Portfolio Manager Todd Beiley Provides Insight Into the Holdings and Factors Behind the Portfolio’s Performance

In an article appearing in Barron’s, KAR Portfolio Manager Todd Beiley discusses the KAR Small-Cap Growth strategy and the factors behind its performance.

http://www.barrons.com/articles/small-caps-big-growth-1501906463

Chris Armbruster Quoted in U.S. News & World Report
Armbruster Discusses Restaurants’ Use of Mobile and Digital Platforms
Read the press release
Chris Armbruster Quoted in U.S. News & World Report
August 24, 2017
Armbruster Discusses Restaurants’ Use of Mobile and Digital Platforms

KAR Research Analyst Chris Armbruster was recently quoted in an U.S. News & World Report article titled “Investors May Want to Nibble on the Prepared Meals Trend,” where he discussed the use of mobile and digital applications by restaurant operators.
A link to the full article can be found here:

https://money.usnews.com/investing/buy-and-hold-strategy/articles/2017-08-16/investors-may-want-to-nibble-on-the-prepared-meals-trend

Doug Foreman Discusses Corporate Earnings in WSJ
KAR CIO Quoted on the Importance of Earnings to Market Index Performance
Read the press release
Doug Foreman Discusses Corporate Earnings in WSJ
August 24, 2017
KAR CIO Quoted on the Importance of Earnings to Market Index Performance

KAR CIO Doug Foreman is quoted in a recent article in The Wall Street Journal about the improvement in corporate profitability and earnings growth.

A link to the full article can be found here: https://www.wsj.com/articles/global-stocks-rise-as-north-korea-pulls-back-threats-1502764693?mod=e2tw

KAR in the News: Investor's Business Daily
Tom Connaghan Shares His Travel Experiences with Investor’s Business Daily.
Read the press release
KAR in the News: Investor's Business Daily
August 11, 2017
Tom Connaghan Shares His Travel Experiences with Investor’s Business Daily.

Advisor Discusses How His Travels Aids His Advisory Practice

In the article, titled “Globe Trotting Advisors Apply Worldly Perspective to Help Clients,” Tom Connaghan discusses his time in Tokyo and how it helps his advisory practice. http://www.investors.com/news/management/financial-advisor-briefing/globe-trotting-advisors-apply-worldly-perspective-to-help-clients/

KAR’s Mid Cap Core Strategy Receives a Five-Star PSN Top Gun Ranking by Informa Investment Solutions
In PSN's Top Guns ranking for the first quarter 2017, KAR's Mid Cap Core strategy earns a five-star ranking.
Read the press release
KAR’s Mid Cap Core Strategy Receives a Five-Star PSN Top Gun Ranking by Informa Investment Solutions
July 17, 2017
In PSN's Top Guns ranking for the first quarter 2017, KAR's Mid Cap Core strategy earns a five-star ranking.

KAR’s Mid Cap Core strategy received a five-star Top Gun ranking for the Mid Cap Universe by Informa Investment Solutions’ PSN manager database. To achieve a five-star ranking, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2017. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period ending March 31, 2017 become the Five-Star Top Guns.

KAR’s International Small Cap Strategy Receives a Four-Star PSN Top Gun Ranking by Informa Investment Solutions
In PSN's Top Guns ranking for the first quarter 2017, KAR's International Small Cap re strategy earns a four-star ranking.
Read the press release
KAR’s International Small Cap Strategy Receives a Four-Star PSN Top Gun Ranking by Informa Investment Solutions
July 17, 2017
In PSN's Top Guns ranking for the first quarter 2017, KAR's International Small Cap re strategy earns a four-star ranking.

KAR’s International Small Cap strategy received a four-star Top Gun ranking for the International Equity Universe by Informa Investment Solutions’ PSN manager database. To achieve a four-star ranking, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2017. The top ten performers for the latest three-year period ending March 31, 2017 become the Four-Star Top Guns.

San Francisco Business Times Ranks KAR on Top Wealth Management List
San Francisco Business Times ranks KAR 17th on its annual list of top wealth management firms in the Bay Area.
Read the press release
San Francisco Business Times Ranks KAR on Top Wealth Management List
July 16, 2017
San Francisco Business Times ranks KAR 17th on its annual list of top wealth management firms in the Bay Area.

San Francisco Business Times ranks KAR 17th on its annual list of top wealth management firms in the Bay Area. The list is ranked by Bay Area assets under management for individual client accounts.

Please find the article here:

https://www.bizjournals.com/sanfrancisco/subscriber-only/2017/06/16/wealth-management-firms.html

InvestmentNews Ranks KAR in its RIA Rundown 2017
InvestmentNews ranks KAR as the 10th largest RIA nationally and the 4th largest in California
Read the press release
InvestmentNews Ranks KAR in its RIA Rundown 2017
June 05, 2017
InvestmentNews ranks KAR as the 10th largest RIA nationally and the 4th largest in California

In its 2017 annual RIA Rundown, InvestmentNews ranks KAR as the 10th largest fee-only Registered Investment Advisor (RIA) nationally and the 4th largest RIA in California, based on total assets under management.

Doug Foreman Featured in ThinkAdvisor Slideshow Honoring Military Veterans
Doug Foreman was among the financial advisors recognized for their military service during the Memorial Day and Fourth of July holidays
Read the press release
Doug Foreman Featured in ThinkAdvisor Slideshow Honoring Military Veterans
May 26, 2017
Doug Foreman was among the financial advisors recognized for their military service during the Memorial Day and Fourth of July holidays

KAR CIO Doug Foreman, a U.S. Navy veteran, was among the financial professionals recognized in ThinkAdvisor’s “Advisors Who Serve(d)” slideshow, which honors military veterans who are also financial advisors.

You can see Doug’s profile and all of the veterans that are featured here:

http://www.thinkadvisor.com/2017/05/26/honoring-advisors-who-served-memorial-day-2017?page=12&slreturn=1499705345

Investment Advisor and Envestnet | PMC Name KAR Among the SMA Managers of the Year
KAR was named a SMA Manager of the Year in the U.S. Small Cap Equity category
Read the press release
Investment Advisor and Envestnet | PMC Name KAR Among the SMA Managers of the Year
May 03, 2017
KAR was named a SMA Manager of the Year in the U.S. Small Cap Equity category

KAR was named a “SMA Manager of the Year” in the U.S. Small Cap Equity category for its Small Cap Sustainable Growth strategy by Investment Advisor magazine and Envestnet | PMC. To determine the winners, Envestnet analysts identified outstanding managers in the separately managed account space, evaluating both qualitative and quantitative criteria, including investment process and style, performance, firm profile, customer service and tax efficiency.

Read article

Doug Foreman Discusses Capex in CBS Money Watch
KAR CIO Doug Foreman was quoted in CBS Money Watch on the use of capital expenditures by companies today.
Read the press release
Doug Foreman Discusses Capex in CBS Money Watch
April 19, 2017
KAR CIO Doug Foreman was quoted in CBS Money Watch on the use of capital expenditures by companies today.

“Companies need less capex these days,” said Doug Foreman, chief investment officer of Kayne Anderson Rudnik, a Los Angeles investment manager. “The U.S. is more based on intellectual capital. Facebook needs little capex.”

A link to the full article can be found here:

http://www.cbsnews.com/news/overseas-corporate-cash-no-job-growth/

Doug Foreman Discusses Big Stocks in the Wall Street Journal
KAR CIO Doug Foreman was quoted in a recent article in The Wall Street Journal about the growth of several large-cap stocks in the first quarter of 2017.
Read the press release
Doug Foreman Discusses Big Stocks in the Wall Street Journal
Investors Follow the Herd as 10 Big Stocks Power Market’s Gains
April 17, 2017
KAR CIO Doug Foreman was quoted in a recent article in The Wall Street Journal about the growth of several large-cap stocks in the first quarter of 2017.

Doug Foreman was quoted in today’s Wall St. Journal in the article “Just 10 Stocks Fuel Half of S&P’s Gains” in the Markets section. The article focuses on the fact that gains in a handful of stocks, mostly technology and internet, are responsible for 52.5% of the S&P 500’s advance in 2017 through this past Wednesday. Apple, Facebook and Amazon by themselves account for nearly a third of the increase.

“If these businesses keep growing then the stocks are going to keep going,” said Doug Foreman, chief investment officer and portfolio manager at Kayne Anderson Rudnick, which owns shares of Netflix Inc., Amazon and Facebook.

“All of these stocks are priced to grow and until they stop growing they will support their valuations,” said Mr. Foreman.

If you have a subscription to the online version of the Wall St. Journal, you can find the article here:

https://www.wsj.com/articles/investors-follow-the-herd-as-10-big-stocks-power-markets-gains-1492469729

KAR Welcomes Matthew Hanson as Senior Wealth Advisor to New Boston Office
We are excited to welcome Matthew Hanson as Senior Wealth Advisor in our new Boston Office.
Read the press release
KAR Welcomes Matthew Hanson as Senior Wealth Advisor to New Boston Office
April 11, 2017
We are excited to welcome Matthew Hanson as Senior Wealth Advisor in our new Boston Office.

Read the press release!

KAR Receives High Ranking in California on Barron's 2017 Top Advisor List
KAR was ranked #6 in California on Barron's annual state-by-state ranking of America's top 1,200 financial advisors
Read the press release
KAR Receives High Ranking in California on Barron's 2017 Top Advisor List
Barron's Top Advisors in Califronia
March 14, 2017
KAR was ranked #6 in California on Barron's annual state-by-state ranking of America's top 1,200 financial advisors

In Barron’s annual list of the Top 1,200 Financial Advisors from all 50 states. Kayne Anderson Rudnick was ranked in the top 10 in California for the fourth straight year.

KAR Named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core Strategies
Using a variety of performance-screening methods, PSN ranks products in six proprietary star categories in more than 50 universes. The rankings are widely used by institutional asset managers and investors.
Read the press release
KAR Named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core Strategies
PSN Top Guns
February 27, 2017
Using a variety of performance-screening methods, PSN ranks products in six proprietary star categories in more than 50 universes. The rankings are widely used by institutional asset managers and investors.

KAR named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core strategies. This is the second year in a row for the Small Cap Core strategy. To be named a manager of the decade, the strategy must have returns greater than the style benchmark for the 10-year period ending December 31, 2016. The strategy must also have less risk than the benchmark.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

KAR Named One of the Top Fee-Only RIAs
InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs.
Read the press release
KAR Named One of the Top Fee-Only RIAs
InvestmentNews - Western RIA Success Stories
December 05, 2016
InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs.

In its 2016 Western RIA Success Stories, InvestmentNews ranked Kayne Anderson Rudnick #6 in its list of top western fee-only RIAs. The ranking is based on total assets under management.

 

 

KAR CIO Doug Foreman Quoted in MarketWatch About Post-Election Rotation Into Stocks
Traders are betting that the ‘great rotation’ into stocks has arrived
Read the press release
KAR CIO Doug Foreman Quoted in MarketWatch About Post-Election Rotation Into Stocks
MarketWatch
November 15, 2016
Traders are betting that the ‘great rotation’ into stocks has arrived

In the article, Mr. Foreman discusses the potential for a “great rotation” from bonds into stocks in the wake of Donald Trump’s presidential election. Read

Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Read the press release
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Pensions & Investments
November 14, 2016
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year

Kayne Anderson Rudnick’s Small Cap Sustainable Growth strategy was recently ranked #1 for the trailing one year ending September 30, 2016 by Pensions & Investments.

The Wall Street Transcript Interviews Jon Christensen on KAR's Small Cap Sustainable Growth Strategy
Investing in high-quality businesses with sustainable competitive advantages.
Read the press release
The Wall Street Transcript Interviews Jon Christensen on KAR's Small Cap Sustainable Growth Strategy
The Wall Street Transcript
November 4, 2016
Investing in high-quality businesses with sustainable competitive advantages.

Jon Christensen, Portfolio Manager and Senior Research Analyst, discusses KAR’s Small Cap Sustainable Growth Strategy and the firm’s focus on high-quality businesses with sustainable competitive advantages.

KAR CIO Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
Here are 4 ways a steeper yield curve could drive other financial markets
Read the press release
KAR CIO Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
MarketWatch
November 1, 2016
Here are 4 ways a steeper yield curve could drive other financial markets

Doug Foreman, Chief Investment Officer, is quoted in the article “Here are 4 ways a steeper yield curve could drive other financial markets” by Joe Adinolfi featured on MarketWatch.com. The article discusses the change in debt yields, and its potential impact on financial markets. Mr. Foreman gives his thoughts on the yield curve for bank stocks. Read

Barron's Ranks KAR #3 in its Top 100 Independent Advisors Ranking
Barron's Ranks KAR #3 in its 2016 annual ranking of Top 100 Independent Advisors
Read the press release
Barron's Ranks KAR #3 in its Top 100 Independent Advisors Ranking
Barron's Top 100 Independent Advisors Ranking
September 13, 2016
Barron's Ranks KAR #3 in its 2016 annual ranking of Top 100 Independent Advisors

Kayne Anderson Rudnick was recently ranked #3 on Barron’s 2016 list of “Top 100 Independent Financial Advisors.” This recognition makes it 4 years in a row that KAR has been highlighted among the Top 10 in the country by Barron’s. To be considered for inclusion, wealth advisors were required to complete an extensive questionnaire regarding their advisory practice. The editors at Barron’s then focused on the overall quality of the practice, employing a proprietary formula to screen and rank the pool of candidates. This is the tenth annual ranking by Barron’s, and we believe the prominent inclusion of our firm reflects not only the recent growth of our business but also our continued focus on delivering outstanding service, high-quality investment strategies, and superior wealth management solutions to our clients.

PSN Ranks KAR's SCSG Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Sustainable Growth strategy earns a three-star ranking.
Read the press release
PSN Ranks KAR's SCSG Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Sustainable Growth strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Small Cap Sustainable Growth strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Ranks KAR's MCC Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Mid Cap Core strategy earns a three-star ranking.
Read the press release
PSN Ranks KAR's MCC Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Mid Cap Core strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Mid Cap Core strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Name KAR's SCQV Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Quality Value strategy earns a three-star ranking.
Read the press release
PSN Name KAR's SCQV Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Quality Value strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Small Cap Quality Value strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

InvestmentNews Ranks KAR in its Top 25 Fee-Only RIAs List
InvestmentNews ranks KAR #17 in its list of top 25 fee-only RIAs.
Read the press release
InvestmentNews Ranks KAR in its Top 25 Fee-Only RIAs List
Investment News Top 25 Fee-Only RIAs
June 06, 2016
InvestmentNews ranks KAR #17 in its list of top 25 fee-only RIAs.

In its 2016 annual RIA Rundown, InvestmentNews ranked Kayne Anderson Rudnick #17 in its top-25 list of fee-only RIAs. The ranking is based on total assets under management.

Barron's Ranks KAR in the Top 10 Among Top Financial Advisors in California
Barron's ranks KAR in the Top 10 in its 2016 annual ranking of top financial advisors in California.
Read the press release
Barron's Ranks KAR in the Top 10 Among Top Financial Advisors in California
Barron's Top Advisors in California
March 09, 2016
Barron's ranks KAR in the Top 10 in its 2016 annual ranking of top financial advisors in California.

In Barron’s annual list of the Top 1,200 Financial Advisors from all 50 states, Kayne Anderson Rudnick was ranked in the top 10 in California for the third straight year.

PSN Names KAR's Small Cap Core Strategy as Manager of the Decade
PSN names KAR's Small Cap Core strategy Manager of the Decade.
Read the press release
PSN Names KAR's Small Cap Core Strategy as Manager of the Decade
PSN Top Guns
December 31, 2015
PSN names KAR's Small Cap Core strategy Manager of the Decade.

Plan Sponsor Network named KAR’s Small Cap Core strategy as Manager of the Decade. To be named a manager of the decade, the strategy has to be a top ten performer in the Small Cap Core universe for the 10 year period ending 12/31/15. The strategy must also have less risk than the benchmark.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

 

PSN Names KAR's SMID Value Strategy as a Bear and Bull Master
PSN ranks the firm's Small-Mid Cap Quality Value strategy as a Bear and Bull Master.
Read the press release
PSN Names KAR's SMID Value Strategy as a Bear and Bull Master
PSN Top Guns
December 31, 2015
PSN ranks the firm's Small-Mid Cap Quality Value strategy as a Bear and Bull Master.

Plan Sponsor Network names our Small-Mid Cap Quality Value strategy as a Bear and Bull Master for the three-year period ending December 31, 2015. In order to earn this designation, the strategy must have an upside capture ratio over 100 and a downside capture ratio less than 100. The top 10 ratios of Upside Capture Ratio over Downside Capture Ratio becomes a Bear and Bull Master.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

PSN Ranks KAR's MCC Strategy as a 5-Star Top Gun
PSN ranks KAR's Mid Cap Core strategy as a 5-star Top Gun.
Read the press release
PSN Ranks KAR's MCC Strategy as a 5-Star Top Gun
PSN Top Guns
December 31, 2015
PSN ranks KAR's Mid Cap Core strategy as a 5-star Top Gun.

Plan Sponsor Network ranked our Mid Cap Core strategy as a 5-star Top Gun which indicates a top 10 ranking in the Mid Cap Core universe for the five years ending 12/31/15.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

InvestmentNews Highlights KAR as a Recipient of its "Best Practices Award"
InvestmentNews gives KAR its "Best Practices Award" highlighting our business' diversified services business model.
Read the press release
InvestmentNews Highlights KAR as a Recipient of its "Best Practices Award"
InvestmentNews Best Practices Award
February 23, 2015
InvestmentNews gives KAR its "Best Practices Award" highlighting our business' diversified services business model.

InvestmentNews gives KAR its “Best Practices Award” highlighting our business’ diversified services business model. The article also highlights our firm’s roots in investment management.

PAM Magazine Awards KAR "Best Fund Product for HNW Clients"
Private Asset Management magazine awards KAR "Best Fund Product for High-Net-Worth Clients" for our International Small Cap and Emerging Markets Small Cap strategies.
Read the press release
PAM Magazine Awards KAR "Best Fund Product for HNW Clients"
February 02, 2015
Private Asset Management magazine awards KAR "Best Fund Product for High-Net-Worth Clients" for our International Small Cap and Emerging Markets Small Cap strategies.

Kayne Anderson Rudnick received Private Asset Management Magazine’s 2015 Award for “Best Fund Product for High-Net-Worth Clients” for our International Small Cap and Emerging Markets Small Cap strategies.