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KAR — Who We Are and How We Think

KAR — Who We Are and How We Think

Overview of KAR as a Firm

December 17, 2018

“If I had to sum up Kayne Anderson Rudnick in one word, I would use the word ‘quality’.” — Stephen A. Rigali, CFA, KAR Executive Managing Director

History

KAR was established in the mid-1980s to manage the family capital of John Anderson. Since then, we’ve gone from managing one family’s capital to expanding to family and friends, all the way to today, when we manage assets for public funds, corporations, endowments, foundations and high-net-worth individuals.

We offer investment management services as well as an array of wealth advisory services, including comprehensive financial planning.

Philosophy

We employ a long-term-oriented, quality investment strategy across all of our investment disciplines. To us, quality means that a company has competitive strengths that will allow it to grow and remain successful over time.

Team Approach

The most important asset we have is our people. Our culture is collaborative and respectful. Our team is passionate about setting high standards for themselves and are proud to be part of this organization. We create the client experience as a team, and as a team, we strive to make the best decisions for our clients.

For more information about KAR, contact us today and talk to one of our experienced investment professionals and knowledgeable wealth advisors.

DISCLOSURE

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.

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